Paul Moore on volatility, relative returns in equity markets and opportunities in 2015

Paul Moore on volatility, relative returns in equity markets and opportunities in 2015. Whilst the outlook in for Australian equities looks relatively mundane and there are no stand out opportunities right now Moore still believes equities will provide attractive returns so long as expectations are set at the right levels. Moore says that as long as risk free assets such as bonds and term deposits are being sold between 0% and 3% equity market returns of between 6% and 8%pa look relatively attractive. In terms of opportunities Moore says the prospect of rates moving higher in the US is one he is watching closely. Typically after the first rate increase the markets do very, very well because they start to realise that we are in that earnings recovery phase. So again whenever rates go up, if they do go up, and it causes a bit of disruption it is probably a good opportunity to put cash to work. Click here to watch the full commentary: @pmcapital


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