BAEP’s Mark East (Chief Investment Officer) and Neale Goldston-Morris (Senior Investment Analyst) join Camelia Seric (Account Director, Bennelong Funds Management) to discuss the growing divide between domestic and offshore earners; the continuing influence of China on various economic factors; and some of the stocks BAEP favours to take advantage of current global conditions.
- 1:40 – The country that’s dragging down the continuing global growth story
- 3:55 – Why domestic companies will continue to delay Australia’s recovery, despite overall earnings growth
- 6:20 – The drivers behind impressive profit results during the recent reporting season
- 7:15 – How BAEP is positioning its portfolio based on global movements (in line with its tried and true investment philosophy), including a number of specific stock examples
- 11:12 – How trade adaptability has shown the importance of Australian companies – and the government – diversifying their markets