One of the big thematics is the falling AUD Chris Stott, CIO of Wilson Asset Management shares his view on the outlook

One of the big thematics is the falling AUD Chris Stott, CIO of Wilson Asset Management shares his view on the outlook. Stott says, clearly we've seen a sell off in the Aussie dollar particularly the last week, with the scope for interest rates to go up in the US over the next 12 to 18 months and our rates staying on hold. We think there's certainly a lot of downside to the Aussie dollar from these levels, with iron ore continuing to remain at depressed levels as well... We think the Aussie dollar will have a seven in front of it over the next one to two years and we're looking at stocks at the moment that have got exposure to that and we think one is Aristocrat taking market share off Ainsworth here in Australia but a large part of the business is in the US.