predictions 2016

Justin Braitling

As interest rates have fallen forcing investors to look for yield in risk assets, income has been re-rated versus growth. We believe this re-rating of income generating assets has run its course. Low growth, mature share markets like ours are looking expensive relative to others with stronger growth prospects. You... Show More

Buy Hold Sell

In part one of a three-part 'outlook' series we have picked five big issues that the markets will be following closely in 2016. In this new format six regular Livewire contributors give their view either True or False to each scenario. These are the topics covered: BHP will cut their... Show More