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This podcast episode

Relative Return: A transparent look into
Australian equities
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In this episode of Relative Return, hosts Charbel Kadib and Laura Dew chat to Adam Alexander, portfolio manager at Schroders, about Australian equities and why separately managed accounts are ideal for financial advisers.

Listen as they discuss:

  • The benefits of a separately managed account (SMA) structure.
  • Sectors he favours within Australian equities.
  • Why a highly concentrated portfolio of 20–25 equities is ideal for SMAs.
  • Positioning the portfolio for the current market environment with rising interest rates.
  • His future outlook on the asset class going into 2024.
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PREVIOUS EPISODES
Relative Return: Differentiating a small cap fund Listen Now
Relative Return: How this UHNW family office expanded into funds management Listen Now
Relative Return: Building climate transition indices Listen Now
 
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