What are the headwinds affecting Australian equities?

Dion Hershan, Head of Australian Equities at Yarra Capital Management, discusses how focusing on the underlying characteristics of each investment builds a sustainable long-term equities strategy.

05 Jun 2019

In order to build a sustainable long-term equities strategy, it helps to focus on the underlying characteristics of each investment. And in the case of economic cross-currents, it helps to identify businesses that remain resilient - in the large-cap space, these areas currently include infrastructure and telecommunications.


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