It's not different this time

Australian large cap growth stocks have rarely been this expensive. We've been here before and we know valuations matter most when the market cares least. Here’s why.

12 Jun 2018

Ultra-low interest rates and quantitative easing has seen an extended period of underperformance by Australian large cap value stocks, with growth names now trading near historic premiums. We know valuations matter most when no one cares and we don't think it's different this time either. Here's why.

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