We held our Market Update & Outlook for 2020 Seminar on Wednesday 13th November at Riversdale Golf Club. The seminar covered investment market activity during 2019 and the outlook for 2020.

Our special guest presenter on the night was James Holt, who is the Senior Investment Specialist for Equities at Perpetual Investments.

James is responsible for providing technical investment support to financial advisers and investors of Perpetual Investments’ equity funds. James has worked in the financial services industry for over eighteen years. Prior to joining Perpetual Investments in 2014, James was a Director and Investment Specialist with the Portfolio Management Group of Black Rock Australia and Senior Investment Specialist at Zurich Investments.

James discussed the key themes for 2020 and provided a detailed overview of the global economic backdrop, and how this is likely to affect investment markets over the next few years.

James’s presentation covered the following:

• Political shocks turning into economic shocks
• Start of a Tech bust?
• US growth stretch now longest ever
• Where Perpetual are investing as we head into 2020

This was the fourth year that James had presented to our clients and the feedback was excellent. There was an abundance of questions from very interested clients, and they appreciated the opportunity to chat with James afterwards.

As this was our last seminar for the year we concluded the evening with some celebratory drinks and canapés. Our team enjoyed the opportunity to have a drink and a chat with our clients.