After the strong run for Australian equities, Martin Currie looks to at how their strategy positioned last year and what they expect in 2018.
“It’s our firm belief that cyclicals and value stocks that have been more economically sensitive in the post-GFC environment are likely to start to outperform high-growth and low-volatility stocks.”
* Martin Currie is an independent investment affiliate of global asset management firm, Legg Mason.
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