Panel: Aussie equities and the US pivot

Home bias has long been a normalised feature of portfolio construction, even as large asset owners increasingly push offshore. This panel will consider the merits of investing in Australia, even as geopolitics and policy risk reshape capital flows, forcing asset owners to reassess what “domestic” and “global” really mean, and whether the traditional US anchor still earns its place. It will assess the health and hygiene of Australia’s equity and credit markets.

Includes table discussion