The market remains in a subdued state post the release of the Government's Federal Budget last week

The market remains in a subdued state post the release of the Government's Federal Budget last week. With the effect of budget initiatives, the Reserve Bank of Australia is poised to maintain a neutral stance for the remainder of the year and as such we believe it has become increasingly important to develop a view on how the RBA's current stance will assist in the gradual transition of the domestic economy away from mining investment and towards improved consumption. Our April investment report examines this thesis in more detail: (VIEW LINK)


A specialist fund manager providing genuine, concentrated exposure to Australian Listed Industrial Companies outside of the ASX-50. NAOS maintain a focus on long term capital protection and delivering sustainable growing fully franked dividends.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.