Relative Return: Selecting defensive Aussie equities

An episode of the Wealth Management Podcast Network podcast, hosted by Momentum Media, titled "Relative Return: Selecting defensive Aussie equities" was published on July 27, 2023 and runs 43 minutes.

July 27, 2023 ·43m · Wealth Management Podcast Network

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Episode Description

In this episode of Relative Return, host Phil Tarrant chats to Aaron Binsted, portfolio manager of the Lazard Australian Equity Fund, to discuss which sectors the fund is favouring and his dislike of REITs.

Listen as they examine:

His strategy running the $537 million Australian equity fund
Why its defensiveness is appealing for retirees
The Aussie equity sectors that have performed well in FY2022–23
The potential impact of rising interest rates on equity markets and how it poses both risks and opportunities for investors
How he put a 20 per cent cash weighting to use

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