Investment Watch: July

As we enter the second half of the year, there is a renewed sense of optimism for markets. Central Banks have struck a more dovish tone and stability in Canberra will provide much-needed confidence for businesses to start investing again. FY19 reporting season in August will be a timely health check. This month we look at sectors that will benefit from the more favourable conditions including Telecommunications, REITs, Online Media and Technology. We update our Asset Allocation settings and Michael Knox also explains why he thinks the Fed may hold fire on cutting rates in July.