6 investment lessons for the year ahead

Chris Stott

Portfolio Manager

Geo-political events and broad macro-economic themes were among key factors impacting Australian and global share markets throughout FY2017. Surprise events, such as the election of Trump, generated considerable short-term volatility and weaker consumer sentiment weighed on discretionary retail stocks.

Dissecting the last 12 months in equity markets provides a number of important investment lessons, including the importance of fundamental macro drivers and strong company balance sheets.

I expand on these and other important lessons from FY2017 below.

 


Chris was the Chief Investment Officer of Wilson Asset Management, having joined the company in 2006. He was also the Portfolio Manager responsible for WAM Capital (ASX:WAM), WAM Research (ASX:WAX), WAM Active (ASX:WAA) and WAM MicroCap (ASX:WMI).

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.