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1.Market Observations, 8.Was Sticky

29 Sept 2016 (AFR) – Fund managers name Europe, banks, valuations the biggest risks to markets

(29 September 2016, AFR, p31, by Vanessa Desloires)

‘The policy decisions of central banks continue to capture the attention of the markets, but fund managers have plenty of other concerns to factor into their portfolio positioning.  From Italy’s banks on the brink of default to political risks in Europe, the extreme valuations in growth stocks and a rising US dollar, here are the topics at the top of local fund managers’ minds.’

Read more at (might need AFR login access, or try:


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