Mark Arnold - Hyperion Chief Investment Officer
Australian equities have been under pressure but signs of growth are percolating up - if you know where to look!
With market volatility and uncertainty at high levels in the Australian equities market, Mark Arnold, Hyperion Asset Management's Chief Investment Officer and Investment Committee Chair, will provide a quick overview of:
•The relationship between economic growth and earnings growth
•The credit growth cycle, earnings growth and confidence
•How confidence plays a role in stock pricing
•Which drivers you need to watch to ensure long-term stock returns
•The implications for Hyperion's portfolio in a low credit growth environment with low levels of confidence