Insights
Reporting season - the end of momentum
9 March 2017
Jeremy Bendeich, Chief Investment Officer and Portfolio Manager, Avoca Investment Management discusses overall impressions and trends for the reporting season. He discusses:
- What was your overall impression of the reporting season that just past? (00:18)
- How did your portfolio/investments fare in reporting season? (1:08)
- What was your best and worst performing investments? (2:10)
- Are there any trends evident in reporting season? (3:27)
- How are you positioned in a reflating global macro environment? (4:47)
- Where do you see value in the market? (6:17)
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