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.


Comments

Please sign in to comment on this wire.