Ben Griffiths, Portfolio Manager at Eley Griffiths, says that while investors must be across company specific fundamentals, it is equally important not to lose sight of the big picture. In this short video he shares his assessment of the current ‘big picture’ and how it will influence local shares.
We’ve always found, through years of investing, that you need to have the backdrop set about right. What are the big macro drivers that are going to influence allocation decisions and certain sectors within your portfolio
Griffiths says that having an eye for how sectors are performing in offshore markets can provide early indicators for emerging trends in the domestic market. In this short video he shares his assessment of the current ‘big picture’ and how it will influence local shares.
Great to hear your broad focus and calm, positive outlook. Recent trend in the VIX would tend to support you.