Shaw and Partners was delighted to host an exclusive presentation "Protecting investment from inflation and interest rate risks" in our Melbourne Boardroom.

Over 100 attendees across three sessions heard from Shaw and Partners Chief Investment Officer Martin Crabb provide an update on the current equity market outlook in Australia and around the world.

Mr Crabb also spoke around protecting your investments from current rising inflation in a low interest rate environment, detailing his framework for making sense of investment returns.

Mr Crabb then discussed the benefit of investing in the Shaw Managed Accounts Hybrid portfolio. The primary objective of the SMA Hybrid portfolio is to invest in a portfolio of ASX listed debt and preference securities that offer diversification benefits to both Australian equities and cash or term deposits.

The model’s return is generated from a combination of cash (interest payments and dividends), franking credits and capital growth (realised and unrealised) from an actively managed portfolio strategy.

For more information about our SMA portfolios speak to a Shaw and Partners Adviser or visit the dedicated section on our website.  https://www.shawandpartners.com.au/expertise/wealth-management/shaw-managed-accounts