Last month John Tobin, portfolio manager of the Epoch Global Equity Shareholder Yield Funds, visited Australia. He came prepared to share Epoch’s macro outlook with financial advisers around the country, an outlook he summed up in two words – ‘cautiously constructive’.

In this article, we unpack what this means and how advisers can best maintain a global equity exposure in a ‘cautiously constructive’ environment.

Economic outlook – cautiously constructive

GSFM

GSFM focuses on creating strong alliances with high calibre investment managers, in Australia and overseas, which offer quality investment strategies not available to Australian retail and institutional investors. Today, our portfolio spans global, Australian and Asian equities, fixed income and private credit, as well as alternative strategies.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.