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Sage Capital: Australian equities market update and outlook for 2022

November 15, 2021

Sage Capital Portfolio Manager, Kelli Meagher and Sage Capital Chief Investment Officer, Sean Fenton provide an update on the Australian equities market and the outlook for 2022.

Topics covered

  • China and the outlook for commodities
  • What affect do rising interest rates have on an Australian equity investor’s portfolio and market returns?
  • A look at how the Sage Capital investment team has successfully positioned its two long short strategies to deal with style and cycle rotation with tight risk controls.
  • Portfolio positioning and performance
  • Market outlook for 2022

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