Jun 19 2023 38 mins
Today we look more deeply into our fourth and final component of the asset allocation series; Equities.
The sharemarket has long proven a love affair for Australians. From pensioners, retirees and superannuants to amateur analysts, punters and professional investors. We love shares in this country. Where most countries around the world focus on a fuller asset allocation with equities representing a small component, Australia still has an overwhelmingly large representation of shares in investment portfolios.
This week, Ben Morrissey has a chat with Mr Leo Barry, fund manager with Fairview Equity Partners. Leo will take us through why he chose to manage equities as opposed to another asset class, valuation methodologies, sectoral performances and where the opportunities lie.
Tune in fortnightly/monthly for the latest economic commentary and ideas, and find more information on our website at www.morrisseygroup.net