In 2024, AI-related enthusiasm continued to buoy earnings expectations for select areas of the market. We have also seen the market continue to debate the pace of inflation and implications for interest rates. What does this all mean for your clients’ investments?
We invite you to join us as we outline why it is important to build robust portfolios against this market backdrop. The webinar will explain how the team employ a diverse range of return drivers, using valuation as a guiding light to weigh up opportunities. Key positions held in Morningstar’s portfolios and how they are tracking against our valuations will also be discussed.
Presenter: Bianca Rose, Senior Portfolio Manager, Morningstar
Date: Wednesday 1 May 2024
Time: 12:00 p.m. - 12:45 p.m. (Sydney time)
CPD Accreditation Available