- This event has passed.
GFSM Global Investment Lunch Series: Confronting the Future (Sydney)
- Start
- May 19, '15 - 12:15 pm
- End
- May 19, '15 - 2:00 pm
- Cost
- FREE
- Venue
- Sofitel Wentworth Ballroom
-
Address
- 61 Phillip Street, Sydney, NSW, Australia
After years of easy monetary policy and quantitative easing, are the long-running bull markets now maturing?
Investors are confronting a myriad of issues. With interest rates at all-time lows and most developed equity markets at all-time highs, is it all doom and gloom ahead?
What are the prospects for earnings and dividend growth?
New York-based Eric Sappenfield, Managing Director and Senior Portfolio Manager with Epoch Investment Partners, will discuss the current state of play and where he sees the opportunities for strategies such as global equity shareholder yield.
What is a fixed income investor to do?
Los Angeles-based Jim Sarni, a Managing Principal and Senior Portfolio Manager with Payden & Rygel, will discuss the way forward for fixed income investors, despite the headwinds of interest rates rising in the US, falling in Australia, and now negative in Europe.
Also participating in the session are Sean Fenton, Portfolio Manager of the Tribeca Alpha Plus Fund and Simon Ho, founding partner and CEO of Triple3 Partners, manager of the Triple3 Volatility Advantage Fund.