predictions 2016

2015 is coming to an end so it’s time to pull out the crystal ball and have a look at what 2016 might hold for investors. Is the outlook for equities bullish or bearish? Big caps have had a tough year in 2015 with small caps the clear outperformers or... Show More

Simon Bonouvrie

The market is pricing in a recession scenario for the Australian Banks. The sector is pricing in a ramp-up of bad debts over the next couple of years, however, we think the Australian economy is proving more resilient than many people think and the bad debt experience for the... Show More

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

Chris Prunty

My colleague and I fancy ourselves as small cap specialists so one of the interesting features of the market over the past year has been the attempt of small cap resources to get off the floor. The Small Resources Index rallied over 10% 3 times in 2015; in February, April,... Show More

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