Reporting Season, Portfolio Positioning, Fixed Interest Markets and Yield Alternatives

Please join us for our Online Wealth Management Webinar on Wednesday, 9th March at 10.30am – 11.30am AEDT.

Hear from Prime Investment Committee Member and Australian Equities Specialist, Marcus Bogdan who will be joined by Nicholas Yaxley, Managing Director of BondAdviser, one of Australia’s leading Fixed Income & Credit specialists. Topics that will be covered by Marcus include:

  • Half Year reporting season review & our key observations
  • Current market valuations, and
  • Portfolio positioning

Following this Nicholas will cover;

  • Fixed Income & Credit Markets, the outlook for the future, plus
  • Alternative Credit Investments to enhance yield, and
  • Emerging market trends 

These presentations will then be followed by a client Q&A session with Simon Madder (Managing Director & CEO), Mark Johnson (Prime’s Chairman of the Investment Committee & Partner), Marcus Bogdan and Nicholas Yaxley.

Agenda

10.30am – 10.40am: Introduction – Simon Madder (Managing Director & CEO – Prime)

10.40am – 11.10am: Marcus Bogdan, Australian Equities Specialist & Prime Investment Committee Member – Reporting Season Review, Current market valuations and FY22 ahead.

Nicholas Yaxley, Managing Director of BondAdviser – Fixed Income & Credit Markets, the outlook for the future, Emerging market trends and Alternative Credit Investments to enhance Yield.

11.10am – 11.30am: Q&A: Marcus Bogdan, Nicholas Yaxley, Simon Madder, and Mark Johnson

Register for the forum today

Please don’t forget to register for the forum by clicking here to register. This will be a great opportunity for you to put forward any questions you may have during the Q&A session so we can discuss those with you.

If you have any questions, please don’t hesitate to email marketing@primefinancial.com.au

We look forward to seeing you online on Wednesday, 9th March.

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A unique and personal service approach to support all your business advisory and personal wealth management needs.

Request a consultation