Roadmap
Max Casey
Executive Director, Portfolio Strategist
Max Casey
Executive Director, Portfolio StrategistMax specialises in portfolio construction and asset allocation, having initially joined the business in 2014. Max works alongside the Chief Investment Officer and is responsible for setting and maintaining the firm’s strategic and tactical asset allocations, as well as conducting multi-asset class research and formulating investment strategies.
Prior to commencing his current role, Max was a manager within the Private Wealth division of the Group where he assisted in procuring and executing investment strategies and conducting product research. Max has a broad understanding of the macroeconomic environment, fundamental and technical drivers of financial markets.
Max has a Masters of Banking and Finance and a Bachelor of Business Law from Monash University.
Recent Insights from Max Casey
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Opportunities From Higher Rates
It’s increasingly important for investors to consider a range of non-traditional fixed income assets to hedge against inflation.
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Market positive as The Fed eases
The U.S. Fed’s unexpected rate cuts have sparked market optimism, with strong household and corporate performance bolstering confidence, while policy measures in China aim to revitalise its economy—though lingering structural challenges keep global markets cautiously optimistic.
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