Monthly Investment Review April 2017

Monday, May 15 2017

Markets have enjoyed a strong couple of months as the global economy remains reasonably robust and geopolitical risks ease with the election of Macron in France. Given the strong run in markets, we consider the following range of factors could destabilise the market. We provide our assessment of current valuations and then briefly review the impact of the 2017 Federal Budget on our portfolios.

IMPORTANT NOTE: This information has been prepared by DNR Capital Pty Ltd, AFS Representative – 294844 of DNR AFSL Pty Ltd ABN 39 118 946 400, AFSL 301658. Whilst DNR Capital has used its best endeavours to ensure the information within this document is accurate it cannot be relied upon in any way and you must make your own enquiries concerning the accuracy of the information within. The information in this document has been prepared for general purposes and does not take into account your particular investment objectives, financial situation or needs, nor does it constitute investment advice. Before making any financial investment decisions you should obtain legal and taxation advice appropriate to your particular needs. DNR Capital will not be responsible or liable to anyone who acts or relies upon anything contained in, or omitted from, this document. Past performance is not indicative of future performance. Total returns shown are based on DNR Capital’s model portfolio and have been calculated before taking DNR Capital’s fees into account. No allowance has been made for taxation.
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