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.
Macro driven oscillations and violent price moves remain the order of the day in equity markets and just about every other market, however the basic questions on financial system stability remain the same.
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.
Outlook commentaries at the outset of 2016 were noticeably devoid of cheerleaders for the eventual winners, while prior year winners had plenty of fans. The same could happen again in 2017. Click here to read full article
As we head into 2017, higher bond yields are undermining bond-sensitive stocks while commodity stocks are doing well. This trend is likely to last into the New Year, especially if doubts build about the Australian economy, says Martin Conlon, Head of Australian Equities.