FNArena Talks | Jul 11 2013
FNArena Editor Rudi Filapek-Vandyck explained to host Peter Switzer on Thursday last week that global asset managers have started to re-direct more funds towards developed economies in the US, Japan and Europe and the UK. Emerging markets have been the victims of this change, including Australia.
There are possibly some valuable lessons investors can draw from this, the Editor offers. While weakness for the Ausralian dollar is likely to become an increasingly important feature for domestic equities in the years ahead, he also predicted investors might have to be patient given the domestic economy is first looking to be challenged and tougher times are likely ahead now support from unprecedented resources capex is shrinking.
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