EL&C Baillieu Podcast – Navigating the recovery – CIO Malcolm Wood
EL&C Baillieu Chief Investment Officer Malcolm Wood provides an update on the outlook for the economy and investment markets. The broad-ranging discussion includes:
- Why the Budget is positive for Australian households;
- How the RBA has changed its approach to inflation;
- The latest results from the US reporting season;
- Why the outlook for US housing market is favourable and what this means for Australian investors;
- The latest news on potential vaccines and treatments for COVID-19; and
- Our preferred asset allocation at this time.
We encourage clients to keep in touch with their EL&C Baillieu adviser for the latest updates.
Duration: 19 minutes
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