Category

Taking Stock - Equities - Country/Region

Company

SG Hiscock / EQT

Research Paper

This research paper argues the changing parameters in the new social order as a consequence of the global financial crisis. While capitalist markets coordinate socialistic reforms and rely on capitalist policies in command economies, massive government intervention will have implications for global markets and, by extension, Australian equities. As financial markets evolve, there will be a need for adaptive strategies to avoid both the risks and consequences of policy responses, while providing opportunities to exploit the broader themes which will emerge.

Presentation

Robert Hook, Portfolio Manager, SG Hiscock & Co