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Australian Equities - Investment update

Loose monetary policies have disfigured share markets by pushing investors into stocks with bond-like characteristics. The worry for investors is that bond-sensitive stocks now form a record 60% of the ASX’s market cap. That means Australian equity investors are vulnerable to interest rates rising if consumer prices rise as much as the growth in credit says they should.


Martin Conlon

Martin Conlon

Head of Australian Equities

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