News Archive April 21, 2010 2nd year of recovery view more... December 18, 2009 The 2nd phase of recovery view more... November 24, 2009 Global Equities...peak or pause view more... July 31, 2009 Domestic v Global Equities view more... April 27, 2009 Markets at critical point view more... May 01, 2008 Investment Scenarios 2008 view more... Equity Sector Strategy March 01, 2008 Equity market now cheap globally. Australia fair value but earnings risk emerging for domestic focussed sectors. Value re-emerging in property, utilities, insurance, diversified financials and banks. Sectors preferred are consumer staples, telcos, healthcare. Add to resources, neutral banks. U/w consumer discretionary (retail, media), domestic cyclical, smalls high growth/beta. Neutral property (selected). Download File   Home About Us Products News Contact Us Disclaimer Privacy Policy ©Copyright 2005