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.
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