Dear %%first_name%%,
The news out of the US overnight was relatively good, with the Fed promising patience on interest rates, although the Dow Jones ended lower. But the key themes for local investors remain, and one of the biggest ones – which we’ve been talking about for ages in the Switzer Super Report – is US dollar exposure.
Today Charlie Aitken explains why this will remain a key theme for 2015 and why you might want to consider adding companies like Macquarie Group to your portfolio.
Tony Featherstone has got a great article for you on the 14 curveballs that could hit you from left field in 2015 and how to play them.
David Buckland, chief executive officer of Montgomery Investment Management, talks about the lessons investors should learn from Arrium in a Fundie’s not-so-favourite and Tony Negline explains the proposed relief for excess super contributions.
In Buy, Sell, Hold – what the brokers say, Myer and Santos get upgrades and Questions of the Week examines carsales.com and ETFs for retirees.
Sincerely,
Peter Switzer