Videos: Fund Manager Q&A’s

Australian Equities - Martin Conlon

Schroders' Australia Investment Director, Oliver Trusler, interviewed Head of Australian Equities, Martin Conlon, on the current positioning of the Schroder Australian Equity Fund and our views as we look forward

20/04/2016

Martin Conlon

Martin Conlon

Head of Australian Equities

Oliver Trusler

Oliver Trusler

Investment Director

Last month Schroders' Australia Investment Director, Oliver Trusler, interviewed Head of Australian Equities, Martin Conlon, on the current positioning of the Schroder Australian Equity Fund and our views as we look forward.

More recently we have seen a turnaround in the market leaders, with the Fund benefiting from Resources and Energy outperforming the interest rate sensitive stocks, a theme we believe still has a long way to go.

Video 1. Performance & Outlook - Martin discusses his views on key drivers of performance and the difficulty in picking catalysts or inflection points.  

Video 2. Underweight financials - Martin explains the fund's underweight to financials and what impact the current low interest rates are having on financial assets 

Video 3. Overweight resources and energy – Martin’s views on resources and energy sectors remain unchanged, learn why in this video as well as understand his view on the prospects for oil prices and the impact on local energy stocks.

Video 4&5. Woolworths & Sydney Airport - Here, Martin elaborates on two stocks: Woolworths, a key position within the Fund which has experienced price falls over the last year, and then Sydney Airport, a popular stock which the Fund doesn't hold. 

Video 6. Negative interest rates and deflation – Listen to Martin’s views on negative interest rates, deflation and the likelihood of a rate cut in Australia.

 

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