Relative Return: A transparent look at Australian equities

An episode of the Wealth Management Podcast Network podcast, hosted by Momentum Media, titled "Relative Return: A transparent look at Australian equities" was published on November 9, 2023 and runs 25 minutes.

November 9, 2023 ·25m · Wealth Management Podcast Network

0:00 / 0:00

Episode Description

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.

Share this episode

Similar Episodes

HR’s Wake Up Call: Auditing AI Tools After the Workday Bias Case with Katee & Jackye - Episode 155

Jul 11, 2025 ·36m

Getting Inclusive AF with Dr. Rebecca Eldredge - Episode 154

Jun 16, 2025 ·52m

Getting Inclusive AF with Katee & Jackye - Episode 153

Jun 3, 2025 ·42m

Getting Inclusive AF with Katee & Jackye - Episode 152

May 21, 2025 ·21m

Getting Inclusive AF with Katee & Jackye - Episode 150

May 1, 2025 ·32m

Getting Inclusive AF with Nico Santos - Episode 149

Apr 22, 2025 ·44m

Similar Podcasts

Swiss Banking Lawyers Podcast Enzo Caputo A podcast by Enzo Caputo focusing on wealth management, Swiss banking, tax optimisation, international relocation, business opportunities and more. Enzo Caputo is the founder and CEO of Caputo & Partners AG (Ltd.), a Swiss Company helping international private clients. Most of our clients have bank accounts in Switzerland. All members of our team have collected professional experience inside a Swiss bank for more than 20 years and have a wide-spread network with other bankers. Such private connections with other Swiss bankers can produce much better results in the benefit of our clients.Our insider knowledge, combined with our insider connections are the key factors to be successful in solving the problems for our clients. Our boutique law firm is not on the payroll of the powerful Swiss banks as the other big law firms. Intentionally, we do not accept Swiss banks as our clients. Our highly-experienced team of international professionals consists of banking lawyers, bankers, taxati The Inclusive AF Podcast WRKdefined Podcast Network Welcome to the Inclusive AF Podcast, your go-to destination for all things DEI, HR, and workplace inclusivity. Hosted by two BFFs with a combined decades of experience in the people space, Katee Van Horn and Jackye Clayton, this podcast is where candid conversations meet insightful, actionable strategies. Together, they dive deep into the complex (and often messy) world of Diversity, Equity, and Inclusion, exploring how to build workplaces that are not just diverse, but truly inclusive.Katee is a dynamic Chief People Officer and DEI thought leader at WebPros, dedicated to shaping inclusive corporate cultures that empower underrepresented groups. With expertise in global HR strategy, leadership development, and talent management, Katee brings a wealth of knowledge—and a sense of humor—to every episode.Jackye, a seasoned HR tech and DEI professional, has spent over 15 years driving transformative change in the workplace. A connector at heart, she bl Ladies Building Legacies Josie Payoute Hosted by Josie Payoute and Taneice Lewis, Ladies Building Legacies is the podcast that teaches women & young girls how to create wealth through real estate, entrepreneurship, investments & partnerships. We break generational patterns of poverty, scarcity, and struggle, and replace it with new ideas, resources, money management and the ability to circulate the dollar within the community through building strong bonds, networking, and collaborative efforts. Let's Coach with Carolyn - Career Strategist, Leadership and Life Coach Carolyn R Owens Carolyn R. Owens and her guests bring a wealth of experience, offering strategies, business tips, and techniques from the coaching world. It's an uplifting, motivating hour offering unique perspectives on life, taking the best from the professional and sports coaching worlds to apply in your everyday life. In this podcast, we focus on topics such as: · How to start, grow, and expand your business · How to get started as a professional coach · Entrepreneurship strategies for leaders and coaches · Creating work-life balance, self-care, and health and wellness · Critical life skills such as finances, stress management, and imposter syndrome · Networking, building, and managing professional relationships · Romance and intimate relationships · Team building strategies · Professional and personal development for high achievers, · Creating more fun and adventure

URL copied to clipboard!