We feel the next year will provide some opportunity to diversify away from our large overweight to consumer discretionary which has been valuation led

We feel the next year will provide some opportunity to diversify away from our large overweight to consumer discretionary which has been valuation led. The Australian dollar retracement is clearly very positive for primary industries. To date it has been largely ignored as the market is fixated with China's economic woes and falling commodity prices the severity of which has seemingly abated in most instances. (Source: Matthew Booker, Senior Portfolio Manager, Australian Smaller Companies)


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Established in 1961, Schroders in Australia is a wholly owned subsidiary of UK-listed Schroders plc. Based in Sydney, the business manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and...

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