News and Announcements
GWAAM World Fund – July 2014
- Published August 12, 2014 9:18AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Global equities were mixed in July. Political tensions in Russia and the Middle East provided reasons for profit taking in the Northern Hemisphere Summer.
Equities remain supported by a search for yield and low inflation expectations.
Prospects for equity investors at these valuation levels look reasonable, especially in comparison to bonds, but we repeat our comment from June that higher volatility in equity markets is now likely.
To see the full report please download the document below.
Regards
GWAAM Pty Ltd
Level 42, 120 Collins St,
Melbourne, VIC, 3000
www.gwaam.com.au
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