Probably the most surprising aspect of the 2014 Financial Year has been the maintenance of the status quo in markets; historically low government bond and...

PM Capital

PM Capital

Probably the most surprising aspect of the 2014 Financial Year has been the maintenance of the status quo in markets; historically low government bond and property yields, equity prices that continue to edge higher impervious to any geopolitical news and a local currency that sustains itself at high levels despite a significant fall in key commodity export prices. However, there is no doubt in my mind, that the tide is at a turning point and that the price action of different asset classes and industry sectors will be very different over the next 5 years. View full video here: (VIEW LINK)


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