The country that’s dragging down the continuing global growth story

Why domestic companies will continue to delay Australia’s recovery, despite overall earnings growth

The drivers behind impressive profit results during the recent reporting season

How BAEP is positioning its portfolio based on global movements (in line with its tried and true investment philosophy), including a number of specific stock examples

How trade adaptability has shown the importance of Australian companies – and the government – diversifying their markets

BAEP’s Mark East (Chief Investment Officer) and Neale Goldston-Morris (Senior Investment Analyst) join Camelia Seric (Account Director, Bennelong Funds Management) to discuss the growing divide between domestic and offshore earners; the continuing influence of China on various economic factors; and some of the stocks BAEP favours to take advantage of current global conditions.

<p>BAEP&rsquo;s Mark East (Chief Investment Officer) and Neale Goldston-Morris (Senior Investment Analyst) join Camelia Seric (Account Director, Bennelong Funds Management) to discuss the growing divide between domestic and offshore earners; the continuing influence of China on various economic factors; and some of the stocks BAEP favours to take advantage of current global conditions.</p>

Advertisement