Small cap stocks have had a great year and in some cases are up 30 - 50 per cent

Wilson Asset Management

Small cap stocks have had a great year and in some cases are up 30 - 50 per cent. This growth has been driven by PE expansion, which is typical for the early stage of a bull market. For the share market to go higher, we need to see earnings growth, which at the moment remains patchy. There were a number of earnings downgrades during the recent AGM season - a sign that there may have been a softening of economic activity in the second half of CY13. February earnings season is a key indicator for us and we will be keeping a very close eye on the outlook statements delivered in the company presentations. Equity Analyst Matt Haupt, talks through our view on the outlook for the Australian market. &feature=youtu.be


Wilson Asset Management

Established in 1997 by Geoff Wilson, we are an independently owned investment manager based in Sydney. Today, Wilson Asset Management is comprised of ten investment professionals who offer a combined investment experience of almost 100 years.

Expertise

Australia equities

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