LBW Investment Committee - April 2013 meeting notes

1.      Market Rally – The strength and sustainability of the current market rally was discussed, with a subsequent review of our tactical asset allocations.  

2.      Defensive Equities – The outperformance of defensive-style equities (major bank shares, infrastructure, REITs, staples) was addressed.  Consideration of opportunities to move into lesser performing sub-sectors was discussed.

3.      Direct Property – The characteristics and features of direct property investments was looked, with discussion mainly focussing on liquidity and diversification issues.  


Click here to see our latest Tactical Asset Allocation.  

LBW Financial Services Pty Limited is a Corporate Authorised Representative of Wealthsure Pty Limited (AFSL Lic. No. 238030)

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