The markets are moving under us

The pattern of Australia’s growth is going to change, so our stock picks should too.

Summary: Prices for our export commodities look set to stay low for a long time, while our housing market is set to have a sizable vacancy rate that will depress returns and values in the short- to medium-term. Companies that face a way to boost revenues and control costs in a lower growth economy will thrive. The banks will continue to grow but at a much lesser pace, while the retail industry is in the front line in the decline of discretionary spending.

Key take out: As we face a lower growth economy, stock picking, rather than index investing, is going to be very important. We will need to look for different stocks in 2015.

Key beneficiaries: General Investors. Category: Strategy.


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