Weekly PortfolioDirect Investment Report Highlights & Access
John Robertson
PortfolioDirect
Here are the key points from the latest PortfolioDirect investment report. There is no progress to report on the cyclical front as signs of weakening growth in the USA are not being offset by sufficient improvement in Europe or the developing economies. Downside growth risks continue to lower the chance of a 2015 growth acceleration and delay commodity market rebalancing. Markets are losing the certainty of a Fed-led recovery resulting in more volatility - for bonds, oil, gold, exchange rates as well as equities - and some consequent loss of direction. Pure exploration is battling to attract support in the face of dwindling cash reserves and too few exploration successes to attract risk money - which is going in the direction of biotech globally. There were no changes to the portfolio recommendations. (VIEW LINK)
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John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business strategist and investment market professional for over 30 years after starting his career as a Commonwealth Treasury economist in Canberra. Since being Australia's top-rated commodities analyst and chief economist at one of Australia' leading stockbroking firms, he has advised companies across the mining, consumer products, IT and biotech sectors on their equity market relations. He leads the firm's investment evaluation and security structuring activities on behalf of the Australian Small Scale Offerings Board (ASSOB), the world's first equity 'crowdfunding' investment platform. John Robertson discusses the interaction of mining and investment markets in his weekly 'From the Capital' column in Mining Journal.
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John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise
John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise
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