Markets are enjoying a cocktail of somewhat synchronised global economic growth, positive but low inflation and central banks with their feet still on the accelerator. This is a potent mix that will require investors to focus on some important but interconnected areas.
Results from the inaugural stockbroker asset allocation survey were published in April this year. It’s the only information available on how this important part of the market is implementing portfolios. We’re inviting brokers, wealth managers and independent financial advisers to participate in the latest asset allocation survey. The anonymous survey takes just a few minutes to complete and participants can opt-in to gain early access to the survey insights report. 2 minute Broker Survey
Martin Conlon, Schroder’s Head of Australian Equities, keeps it real by sticking to the fundamental factors underpinning a business’ future cash flows and what the reasonable price is to pay for those future cash flows.
In the following videos Martin shares his views on what you need to know and why.