Videos: Webconferences

Australian Equities - Investment Update


Andrew Fleming

Andrew Fleming

Deputy Head of Australian Equities

Having enjoyed the adrenalin shot provided to asset prices globally by taking interest rates to lows not seen for centuries, economies are now struggling with the side effects of not having made significant gains in real activity. Financial markets are also evidencing these side effects as an ever larger financial asset base becomes hyper sensitive to small changes, encouraging share price momentum unseen for some years. In very difficult times for investors with a strong valuation focus, we'll try and make sense of the reasons behind some of these wild moves and how we believe longer term investors may be able to take advantage of them.

Important Information:
Opinions, estimates and projections in this article constitute the current judgement of the author as of the date of this article. They do not necessarily reflect the opinions of Schroder Investment Management Australia Limited, ABN 22 000 443 274, AFS Licence 226473 ("Schroders") or any member of the Schroders Group and are subject to change without notice. In preparing this document, we have relied upon and assumed, without independent verification, the accuracy and completeness of all information available from public sources or which was otherwise reviewed by us. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this article. Except insofar as liability under any statute cannot be excluded, Schroders and its directors, employees, consultants or any company in the Schroders Group do not accept any liability (whether arising in contract, in tort or negligence or otherwise) for any error or omission in this article or for any resulting loss or damage (whether direct, indirect, consequential or otherwise) suffered by the recipient of this article or any other person. This document does not contain, and should not be relied on as containing any investment, accounting, legal or tax advice. Schroders may record and monitor telephone calls for security, training and compliance purposes.