Last month I interviewed Head of Australian Equities, Martin Conlon, on the current positioning of the Schroder Australian Equity Fund and our views as we look forward. More recently we have seen a turnaround in the market leaders, with the Fund benefiting from Resources and Energy outperforming the interest rate sensitive stocks, a theme we believe still has a long way to go. In the third of the six part video series, Martin discusses why we are overweight resources and energy and see better value than in traditional defensive assets, he also shares his view on the prospects for oil prices and the impact on local energy stocks. Click on “Resources” at the following (VIEW LINK)
Please sign in to comment on this wire.