Equity Engineer - January 2015 | In the Year of the Sheep, stay ahead of the herd and B+ | Market View: We maintain a bullish view on the Australian equity...
Equity Engineer - January 2015 | In the Year of the Sheep, stay ahead of the herd and B+ | Market View: We maintain a bullish view on the Australian equity market from May 2013, while pushing back our timeline to 6500 from 2015 to 2016 after earlier than expected decline in commodities, currency and consumer sentiment. The substantial amount of macro factors sitting over the market in 2015 will force higher volatility and favour traders who are staying ahead of the macro risk cycles. We expect the year to be ideal for hedge funds while long only funds will be tested on their ability to manage risks and market cycles. Retail investors should be looking to invest in diversified portfolio of quality large cap sustainable yield stocks with earnings certainty, growth and global earnings. (VIEW LINK)
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