MIICAU | Uncovering opportunities in Aussie equities
Moderated by Morningstar direct or equity research Adam Fleck
Lofty valuations, record low interest rates and a rampant run for the Australian stock market in 2019 present investors with a conundrum. Fortunately, we’ve enlisted two highly-regarded portfolio managers to help us make sense of it all. Kate Howitt from Fidelity International and Simon Mawhinney from Allan Gray Australia joins Morningstar’s regional direct or equity research Adam Fleck to give their perspectives on the market, where they are finding opportunities, and what to avoid.
Morningstar Individual Investor Conference | Sydney 2019
More sessions:
- Welcoming address
- The macro investment outlook
- 5-minute stock pitch – Woodside
- Retailers and recessions
- The future of wealth in Australia
- Sometimes we are our own worst enemy
- A glimpse into SMSF portfolios
- Building better portfolios with listed products
- Global investing insights
- 5 minute stock pitch - Ardent Leisure
- A paradigm shift is coming
- Uncovering opportunities in Aussie equities
- Whistleblowers, corporate greed and coverups
- Using data to solve the retirement riddle
- The rise and rise of SMSFs
- Finding income in a low rate world
- How Moats can protect your portfolio in a downturn