This roundtable brings together Luis Sarmiento, senior investment specialist at Macquarie Professional Series; Carlo Queddeng, head of managed funds at Providence Wealth Advisory Group; Deborah Harbrow, private wealth adviser at Lipman Burgon and Partners; Eugene Ardino, CEO of Lifespan Financial Planning; and Brendon Vade, an adviser at Lorica Partners.
Our panel of experts share market-leading views on global equities, the values of investing in current market conditions, and why reassurance is key to every client conversation in today’s environment.
Things you will hear about include:
• How central banks are tackling inflation
• How clients feel in the current environment
• How advisers are approaching active management
• How to manage risk more effectively
• Megatrends your clients relate to the most
01:30 What are we seeing from the central banks in terms of lifting rates?
03.33 How are clients feeling in the current environment?
04:49 How are advisers approaching active management?
07:55 How do you manage risk more effectively?
12:14 How important is the selection process?
16:14 Growth, value or quality?
22:10 Global equities as an asset class
24:52 Which megatrends do your clients relate to the most?
The views expressed in this recording represent those of the relevant participants and are subject to change. The content of this recording is provided for information only. No information set out in the recording constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service.
No representation or warranty, express or implied, is made as to the suitability, accuracy, currency or completeness of the information, opinions and conclusions contained in this recording. In preparing the recording, reliance has been placed, without independent verification, on the accuracy and completeness of information available from external sources. To the maximum extent permitted by law, no member of the Macquarie Group nor its directors, employees or agents accept any liability for any loss arising from the use of this recording, its contents or otherwise arising in connection with it.
