offers investors a smorgasbord of information, but investors need to assess what information is useful.
Here, some of Australia’s leading fund managers share their views on what investors should be looking for.The banking sector is probably one of the most widely owned in Australia, but Nathan Bell, portfolio manager at Intelligent Investor, highlights that most banks have produced next to no capital gains over the past two decades despite the largest credit and housing boom in history.
Atlas’ Dive believes that the sales results for the first four weeks of July, announced when companies report, are a key indicator of future sales activity.For supermarkets, Moore is focusing on signs of consumers “trading down” and switching to own label products which can protect margins.