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Upgrading the target with CIO Malcolm Wood

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Manage episode 278589178 series 2599485
Content provided by Ord Minnett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ord Minnett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
EL&C Baillieu Chief Investment Officer Malcolm Wood has upgraded his forecast for the Australian equity market. In this podcast, Mal discusses: • The seven key reasons why the market should hit record highs; • Why Australia’s fiscal stimulus far exceeds the cost of the economic downturn; • How bank dividends may help provide a further positive catalyst for the market; • Other sectors that should also benefit from the recovery, including transport, retail and wealth management; • Our preferred asset allocation at this time, including an overweight position in Australian equities. We encourage clients to keep in touch with their EL&C Baillieu adviser for the latest updates.
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29 episodes

Artwork
iconShare
 
Manage episode 278589178 series 2599485
Content provided by Ord Minnett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ord Minnett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
EL&C Baillieu Chief Investment Officer Malcolm Wood has upgraded his forecast for the Australian equity market. In this podcast, Mal discusses: • The seven key reasons why the market should hit record highs; • Why Australia’s fiscal stimulus far exceeds the cost of the economic downturn; • How bank dividends may help provide a further positive catalyst for the market; • Other sectors that should also benefit from the recovery, including transport, retail and wealth management; • Our preferred asset allocation at this time, including an overweight position in Australian equities. We encourage clients to keep in touch with their EL&C Baillieu adviser for the latest updates.
  continue reading

29 episodes

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