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Macquarie Bank research suggests Australia is in the early stages of an economic expansion (or soon will be) and that investors should consider positioning...
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.
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Tom McKay is the Co-Founder and Managing Director of Livewire. Tom's passionate about democratising access to high quality investment ideas and insights, so all investors can make more informed and successful investment decisions.
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