AFR Article – Where cautious fundies are hunting in 2020

01 Jul 2019

Sharemarket rallies are supposed to make investors happy. But you won’t find too many celebrating the local bourse entering the 2020 financial year at an 11-1/2-year high. That’s partly because the rally has been so concentrated. If you didn’t own the right growth stocks, the big miners or the big banks, then you’ve probably been chasing your tail for most of the year.

But as AFR Weekend talked to professional investors across range of sectors the big worry was clear: Falling interest rates.

Full Article: Where cautious fundies are hunting in 2020


By James Thomson, Columnist