Global Trade Wars – Are Australian investors well placed to weather the storm

Brett Gillespie – Head of Global Macro – Ellerston Capital

Global storms are brewing putting the global synchronicity growth theme at risk, investors are once again having to navigate portfolios through turbulent waters. Global trade wars, the re-emergence of tariffs, the start of a new interest cycle, fake news and historically high asset markets.

Brett will take us through his top three interesting charts of right now, how he’s interpreting the data and as a macro manager what themes he’s following and how he sees these broader macro issues playing out.

Are you interesting in attending? Register at the AIA website. 

Date:
Friday 15th March @ 8.30am to 4:30pm
Venue:
Sydney International Convention Centre, 14 Darling Drive Sydney (Darling Harbour)
Topic:
Back to the Future – Future proofing portfolios in an era of Trump, Trade Wars, Tariffs & Tax
Cost: Members and Guests $139.00, Non-Members $274.00 Includes 12 month AIA membership

 

AUTHOR
Ellerston Team