We think equity markets can continue to rally in the very, very short term on the back of QE, stimulus and low interest rates; these are very strong indicators...

Wilson Asset Management

Wilson Asset Management

We think equity markets can continue to rally in the very, very short term on the back of QE, stimulus and low interest rates; these are very strong indicators in the short term. We do, however, have question marks on the outlook for equity markets in calendar year 14. Particularly for the Australian equity markets where we will see increased talk and the potential of interest rates moving higher which is generally a negative for equities. We are also concerned about unemployment ticking higher and are cautious about the outlook especially as earnings growth has not come through. In our view activity in the housing market remains confined to the secondary market and we feel that bubble calls are premature. Chris Stott (CIO) discusses the indicators he is looking for in the housing market and how this influences our portfolio positioning. Watch the video


Wilson Asset Management

Wilson Asset Management has a track record of making a difference for shareholders and the community for more than 20 years. As the investment manager for eight leading LICs – WAM Capital (ASX: WAM), WAM Leaders (ASX: WLE), WAM Global (ASX: WGB),...

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.