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September 2025 Market Update Webinar with Mark Allara & Kenneth Beanland

3/10/25
Mark Allara Director, Private Wealth
Kenneth Beanland, CFA Director, Private Wealth

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In this webinar, our Private Wealth directors, Mark Allara and Kenneth Beanland covered the following:

  • FY25 Reporting Season Highlights: EPS revisions, sector performance and market surprises.
  • Australian Economy & Consumer Confidence: Interest rates, employment and consumption trends.
  • Global Market Outlook: Develop market global inflation, currency  and GDP update
  • Fixed Interest, Private Credit & Private Equity: Risk, return and portfolio construction .
  • Equity Strategies: Capitalising on undervalued sectors, quality compounds and a long term prospective on Asset classes
  • Outlook for FY26 and beyond
  • Model Portfolios and SMA update

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