Upside versus downside: Asymmetric investing in a bull-market

 

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WEBINAR WATCH ON DEMAND

In this ~30 minute webinar, Rob Tucker, Managing Director, Chester Asset Management shares where he and his team are continuing to find investment opportunities in the Australian equity market, which has experienced more than 60% growth in the past 18 months. Rob also discusses how the current backdrop is presenting ways to find unloved and underappreciated assets.

Topics discussed include:

  • Macro musings - why inflation remains a critical issue

  • Four stocks for the next 12 months with strong risk-reward characteristics

  • Why portfolio construction is paramount

 
Zlatan Kapetanovicinvesting, investment, superannuation, pensions, institutional, asset owner, investment managers, fund managers, portfolio management