Hear from our CIO Michael Skinner sharing his views on the Australian Market, noting the ASX 200’s 3.8% rise in November. He sees continued consumer spending and asset price growth but warns of risks from stretched valuations and geopolitical tensions.
Michael highlights technology stocks like Xero (ASX: XRO) as promising for 2025, citing revenue growth and disciplined cost management. However, he advises caution with expensive financials, indicating a struggle with current valuations.
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Fund Updates
12 Dec 2024