Shaw and Partners hosts "Protecting investment from inflation and interest rate risks" presentation News06 Apr 2022

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

Related Articles
News27 Mar 2024 Shaw and Partners hosts the 5th Shaw and Partners Uranium Conference
Shaw and Partners was pleased to host the 5th Shaw and Partners Uranium Conference, marking a significant year for the uranium sector, which has surged back to prominence in 2023. ... Read More
News26 Mar 2024 Shaw and Partners expands ECM team as small-cap raisings pickup
A burst of small-cap companies chasing fresh equity has nudged Shaw and Partners to add another director to its equity capital markets team.   Evercore vice president Maxwell Davie... Read More
News19 Mar 2024 Angela Holstein and Suzie Georgiou's nominations at the Financial Newswire Women in Wealth Awards 2024
Shaw and Partners is proud to extend our congratulations to Angela Holstein and Suzie Georgiou on their prestigious nominations at the Financial Newswire Women in Wealth Awards 202... Read More
News18 Mar 2024 Episode 5 (Season 4) with Tara Rae Moss - Redefining Beauty: Modelling Resilience Through Pain
Tara Rae's story has a few different chapters, from navigating the challenges of her teenage years losing her mother, venturing into the cutthroat world of modelling to becoming a ... Read More
A - Z  % Change  
{{data.Symbol}} {{data.CompanyName}} {{data.Close}} {{data.AsAt | date :'shortTime'}} {{data.Movement | number : 2}} {{data.MovementPercent | number: 2}}%