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

Disclaimer:
Past performance is not a reliable indicator of future performance. 
Ellerston Capital Limited ABN 34 110 397 674 AFSL 283000 is the issuer of units in the Funds. Any information is general and does not take into account your personal objectives, financial situation or needs. Accordingly, you should consider the relevant disclosure document before deciding whether to acquire or continue to hold units in the Fund available from this website or by contacting us on (02) 9021 7797.