Chris Stott

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.



Please sign in to comment on this wire.