The recent volatility and uncertainty in the global and domestic macroeconomic environment is causing concern amongst investors. Philip Parker, Altair's Founder and Chief Investment Officer, discusses the opportunities that arise from this volatility and how it affects stock bottom up stock picking. He also provides Altair's view on a number of topical issues including:
- Outlook for the Australian dollar and Trade Weighted Index.
- Views on interest rates over the medium term.
- The US economy - how robust is its growth?
- China's move from construction to consumption, and what it means for Australian corporates.
Altair Asset Management is a boutique Australian Equities Investment Manager, whose investment philosophy focusses on change and investment style is not hamstrung by a value or growth bias. With its proprietary qualitative stock screening process, Altair believes the way they look at stocks allows them to pick up on changes to companies quicker than others and respond to opportunities when mispricing occurs.
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