IN FOCUS6-8 min read

Reality Bites - Can this bullishness last?

Free money and zero to low interest rates created the 'everything bubble' and stocks with perceived high-growth prospects bubbled the most. Logic suggests stocks that rose the most against that backdrop, would decline the most in a higher interest rate world, narrowing the gap between expensive and cheap stocks.

06/09/2023
AE webinar invite2

Free money and zero to low interest rates created the 'everything bubble' and stocks with perceived high-growth prospects bubbled the most. Logic suggests stocks that rose the most against that backdrop, would decline the most in a higher interest rate world, narrowing the gap between expensive and cheap stocks.

That’s not the case in 2023. Behavioural factors and the perceived inflation protection offered by equities have helped stocks defy rising interest rates so far, making the current reporting season an interesting one. Wealth inequality and an economic fragility linked to excessive debt make crushing inflation with higher interest rates a fraught exercise.

In this must-see webinar hosted by Natalie Morcos, Head of Product, Solutions and Client Service, Martin Conlon, Head of Australian Equities, Justin Halliwell, Head of Research in Australian Equities and Dr Sally Warneford, Equity Analyst within Schroders' Australian equities team discuss:

• Why they believe this market bullishness can't last

• How caution is driving their portfolio positioning

• What they consider to be the most significant insights from the latest full year results season.

Earn CPD points by registering to view the webinar or click the video below to watch the full webinar.

Learn more about investing in Schroders' Australian Equities.

To watch more of our webinars or listen to podcasts click here.

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