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 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


Please sign in to comment on this wire.