Since September 2018, the tug of war between deteriorating earnings growth and central bank liquidity has ended in a draw. However there looms the Infinity War (a.k.a. Liquidity) vs End Game (Market Cycle)!  Can stock markets continue to rally from here?

Michael O’Dea will talk to the key concerns facing investors approaching, or already in, retirement given the persistently ultra-low interest rates, along with how to position portfolios in a world of stretched market valuations.

Michael will also discuss where we are allocating capital to take advantage of opportunities and why investors need a more comprehensive approach to manage end-of-cycle risks.

About the Presenter:  Michael O’Dea is Head of Multi Asset for Perpetual Investments. In this role he is responsible for the suite of Multi Asset Funds and capital markets research. Michael joined Perpetual in June 2014 and has over 20 years of investment experience. Prior to joining Perpetual, he worked at JANA Investment Advisers for 13 years, and held a number of positions across research, consulting and portfolio management, including Head of Investments. Earlier in his career Michael held a variety of positions at UBS, Morgan Stanley and Barclays Capital in both Australia and the United Kingdom.

CPD: 1 hour STRUCTURED         Area:       Investment Planning        Level: Developed

When : Tuesday 11 June 11am-12pm FREE to members.  Please sign in and register below