Australian Equities - Investment Update
Emotion in equity prices across all sectors is approaching extreme levels. 2015 has started the same way 2014 finished. Anything with even a hint of yield has accelerated while materials, especially mining and energy have floundered. With no mean reversion in sight, 'winners' are more pronounced and 'losers' are getting walloped. How much longer can this continue? What is the best approach to calibrating a judgement call?
Schroders' Martin Conlon discusses his views on key themes impacting markets and reviews the current positioning of Schroders' Australian equity portfolios.
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