Speaking yesterday at Bell Financial Group's AGM, Charlie Aitken shared his market outlook

Speaking yesterday at Bell Financial Group's AGM, Charlie Aitken shared his market outlook. Describing himself as 'selectively bullish' he spoke of his concern of iron-ore and banking stocks. In the short term I am worried about iron ore and iron ore equities, it's the first time I have worried about that in many years.'' He cautioned investors that doesn't mean we need to sell everything, but we need to be more cognisant of where value is. That's especially the case when our retail client base looks at absolute, rather than relative, returns. On the flipside Aitken see's value in some housing, insurance and nation-building infrastructure plays such as Lend Lease (LLC). Read more by following this link (VIEW LINK)