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Australian equities sentiment survey
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Australian equities sentiment survey

  • The majority of managers are seeing average or above average opportunities in terms of absolute upside for Australian Equities over a 1-2 year timeframe.
  • Managers are significantly more optimistic on the opportunity set for Value relative to Growth. 
  • A key driver of positive sentiment is the expectation of fundamental upside relative to current consensus estimates.
     
3 Minute Read
Australian Equities 2019 in Review
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Australian Equities 2019 in Review

The Australian Equities market moved significantly higher (+23.8%) over the 2019 calendar year, which provide stark contrast to the weakness that preceded the period when the benchmark fell 8.4% in the December 2018 quarter.

5 Minute Read
Australian equities 2019 in review
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Australian equities 2019 in review

2019 provided a strong year of returns for Australian Equities, however many active managers struggled with the market environment which saw returns underpinned by a significant increase in valuations, rather than being driven by underlying fundamentals.

6 Minute Read