We’ve just released the second episode of our Why Axis video series, where our Investment Specialists use charts to provide you with unique and interesting content that you can share with your clients. In this edition, The Haves and the Have-Nots, Chris Hestelow discusses the huge gap between expensive and cheap Australian shares and why investors are paying a much bigger premium than normal for popular growth stocks. As contrarian investors, we are holding the out-of-favour shares, or the have-nots, and we’re being rewarded until the gap narrows.
Please don’t hesitate to share your feedback with us, including any subjects you would like to see covered in future editions, and simply contact your local business development manager to let us know your thoughts.
Equity Trustees Limited ABN 46 004 031 298, AFSL No. 240975 is the issuer of units in the Allan Gray Australia managed investment funds (Allan Gray Funds) and units in the Orbis Global managed investment funds domiciled in Australia (Orbis Funds).
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