Even allowing for the recent rally in resources, the Schroders Australian Equity team thinks there are four points on note when looking at where to find value in today’s market. One point revolves around the impact US President Donald Trump is expected to have on ASX sectors.
In contrast to what is a relatively benign macro outlook, the starting point for key markets is more problematic. Thus achieving high real rates of return by simply hoping for strong underlying market performance would be optimistic.
Click below to see expanded view of things to look out for in 2017.