Not bad, quite bad and mixed. One thing our 5 fund managers do agree on is that the budget isn’t good for investors. Also this week a report from the 2017 Bennelong Investment Forum, China’s growth, Amazon in Australia and house prices.
David Thornton is a journalist and compiles the Funds Research and Fund Manager Interview features for The Constant Investor. His interest is in the place where politics and economics intersect, and is a co-author of several ebooks at The Constant Investor.