Presenters:
Paul Moore: Chief Investment Officer and Chairman
Kevin Bertoli: Asian Strategy Portfolio Manager
Paul touches on 5 key points in the video;
- The strong move in Continental European stocks
- Our views and expectations on Greece, post our recent research trip
- 0% interest rates on European government bonds and what this mean for deploying capital longer term
- The decline in the AUD and rise in the USD, and whether this has played out over the medium term
- The implication of financial stocks as a % of the S&P/ASX 200 Index moving to an all-time high
Kevin discusses the recent purchases for the portfolio, the impact of the recent decline in the AUD and the implications of the recent moves in Chinese and Hong Kong markets.
Thank you for watching.
