Relative Return: Will it be a boom year for Aussie equities?



In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Matthew Haupt, lead portfolio manager of WAM Leaders, to discuss the stage three tax cuts and their impact on Australian equities.
Listen as they discuss:
- The recent stage three tax cuts announcement.
- What a move to monetary easing will mean for equities and bonds.
- The collapse of Evergrande property developer in China and the country’s relations with Australia.
- Whether Trump could be re-elected in the US presidential election.
- How he is positioning the WAM Leaders portfolio.
Recommended for you
In this episode of Relative Return, host Laura Dew is joined by Andrew Lockhart, managing partner at Metrics Credit Partners, to discuss the attraction of real estate debt and why it can be a compelling option for portfolio diversification.
In this week’s episode of Relative Return Unplugged, AMP’s chief economist, Shane Oliver, joins us to break down Labor’s budget, focusing on its re-election strategy and cost-of-living support, and cautioning about the long-term impact of structural deficits, increased government spending, and potential risks to productivity growth.
In this episode of Relative Return, host Laura Dew chats with Mark Barnes, head of investment research, and Catherine Yoshimoto, director of product management, from FTSE Russell about markets in Donald Trump's second presidency and how US small caps are faring compared to their large-caps counterpart.
In this episode of Relative Return Unplugged, we examine the push for superannuation tax reforms aimed at saving $10 billion annually, as well as the immense pressure being placed on Treasurer Jim Chalmers ahead of the budget and Deloitte’s warning of a $26.1 billion deficit.