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Expert: Kerry Craig – Portfolio construction and beating home country bias | JP Morgan Asset Management

HOSTS Alec Renehan & Bryce Leske|22 March, 2024

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Australia is just 2% of the global stock market and yet, the majority of Aussie investors have most of their money in Aussie stocks. 

Today we’re joined by Kerry Craig from JP Morgan Asset Management who is busting us out of our home country bias and helping us right our portfolio construction. 

In today’s episode we cover: 

  • Why home country bias is a concern for investors
  • The practical ways to break out of your home country bias and invest globally
  • A 101 on portfolio construction 
  • Some general rules of thumb for asset allocation
  • Why JP Morgan Asset Management is bringing active ETFs to the ASX

Resources discussed: 

Want to ask a question or join us on the podcast, hit us up via our website. 

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Thank you to JP Morgan Asset Management for sponsoring this episode. 

You can find out more about their range of ASX-listed Active ETFs on their website.

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We’re back with our first live event of 2024.

Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. 

Click here for more information and to secure your tickets.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

More About

Meet your hosts

  • Alec Renehan

    Alec Renehan

    Equity Mates Co-Founder

    Alec developed an interest in investing after realising he was spending all that he was earning. Investing became his form of 'forced saving'. While his first investment, Slater and Gordon (SGH), was a resounding failure, he learnt a lot from that experience. He hopes to share those lessons amongst others through the podcast and help people realise that if he can make money investing, anyone can.
  • Bryce Leske

    Bryce Leske

    Equity Mates Co-Founder

    Bryce has had an interest in the stock market since his parents encouraged him to save 50c a fortnight from the age of 5. Once he had saved $500 he bought his first stock - BKI - a Listed Investment Company (LIC), and since then hasn't stopped. He hopes that Equity Mates can help make investing understandable and accessible. He loves the Essendon Football Club, and lives in Sydney.
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