Wilson: 4 key equity markets themes for 2015

Wilson: 4 key equity markets themes for 2015. Wilson Asset Management have shared their key investing themes for 2015. Heading the list is the expectation of further interest rate cuts in 2015. Slowing economic growth and lower inflation will lead the Reserve Bank of Australia to reduce the cash rate in 2015. The domestic economy remains sluggish and is still adjusting to the end of the mining boom, creating a large fiscal drag over the medium to longer term. Geoff Wilson, Chairman of Wilson Asset Management, says the domestic economy could dip into recession this year, I think the Australian dollar could go to US65¢, we're going to have a recession [as early as 2015] and interest rates will drop by 0.5 percentage points. Things are very difficult in the domestic economy. Other key themes include expectations of a cooling housing market, slowing growth in China and equity market returns below their long term averages. More detail on these themes is available here: (VIEW LINK) @wilson


The Livewire Equities feed brings you a range of insights that relate to Australian equities

Expertise

No areas of expertise

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.

trending on livewire
Get the best of Livewire by signing up to our popular daily newsletter