Equity Mates Investing Podcast Elise Kennedy - Finding growth in all parts of the market | Summer Series
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Dec 25, 2024 Elise Kennedy, an investment analyst at Schroders with a rich background including stints at Morgan Stanley and Jarden, dives into her journey in finance. She discusses transitioning from sell-side to buy-side roles and shares insights on current investment opportunities, particularly in technology and healthcare. Elise emphasizes her investment philosophy shaped by the past year's market lessons and the importance of diversification in strategies. She highlights the growing presence of women in finance and the need for tailored investment approaches.
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Elise's Entry into Finance
- Elise's interest in finance began when her parents questioned their superannuation's performance.
- This led her to a rotation at CBA, where she was captivated by the energy of the global markets floor.
Active vs. Passive Investing
- Active management can outperform benchmarks, especially with a long-term investment style.
- However, passive investing and market complacency can impact active fund performance.
Diversification Strategy
- Diversify your investments across different asset classes.
- Align personal investments with work exposure for a balanced portfolio.