The current environment sees some significant distortions in markets, not seen before. Unconventional monetary policy has strengthened the hunt for yield in the equity market and pushed “expensive” interest rate sensitive assets higher. Meanwhile, the uncertainties surrounding China weighed heavily on the market, with resources declining and oil hitting $38 a barrel.
We caught up with Martin Conlon to discuss some of the main themes driving the Australian Equities market recent performance and what investors should expect from their allocation to Schroders Australian Equities.
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