Ideas

Following the RBA’s decision to lower the cash rate by 25bp to 0.50%, we have decided to rebase sector earnings expectations. This is in anticipation of slowing home and business lending growth and another 25bp rate cut linked to COVID-19.

Australian investors don’t need to venture too far to take advantage of offshore growth opportunities and benefit from foreign currency earnings, but there are many other opportunities that Australian investors simply cannot get exposure to by investing locally.