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Connecting your equity strategy to the real world

  Author: Lachlan Davis
 May, 2015
  Price: 0.00

Abstract:

Our recent Global Equity Forum took place in Australia in April 2015. The purpose of the forum was to share work from our research program with institutional clients and consultants. It was also an opportunity to hear about some of the challenges facing investors, and to allow us to consider these in the management of opportunities and risks in client portfolios.

The topics we showcased were all around the theme of reconnecting your equity strategy to the real world. These included insights from our global equities and real assets teams on opportunities available in Asian equity markets and yield aware listed real assets. We also covered how top-down growth outcomes, and bottom-up outcomes, can be combined in a total return solution through global equities
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