Macquarie Bank research suggests Australia is in the early stages of an economic expansion (or soon will be) and that investors should consider positioning...

Tom McKay

Macquarie Bank research suggests Australia is in the early stages of an economic expansion (or soon will be) and that investors should consider positioning themselves for a sector rotation. The sectors that traditionally perform best during these early/mid stages of the cycle are: banks, transport, capital goods, media, insurance, retail and fund managers. The sectors to avoid include telecoms & REITs.


About this contributor

Tom McKay

Tom McKay

Managing Director and Co-Founder, Livewire

I'm the Managing Director and Co-Founder of Livewire. I'm passionate about collecting and curating the markets most informed insights every day so that our members can discover new investment ideas. If you would like to get in touch - please use...

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