Portfolio Manager, Kelli Meagher and 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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