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Livewire Lessons from FY16 - 26/07/16

The banks and the ASX 20 underperformed, while the Small Ordinaries racked up gains of more than 20%, and materials posted a strong recovery in the second half. Ben Rundle, Portfolio Manager at NAOS Asset Management, was surprised by the continued rally in ‘bond-proxy’ stocks such as infrastructure and REITs; “we’re in a once-in-a-generation boom for bond prices and when they go the other way, you don’t want to be in those stocks.” Looking ahead, Ben Clarke, Portfolio Manager at TMS Capital, says there's a "sweet spot" in stocks with "reasonable yield, reasonable growth, at a reasonable price." In this Buy Hold Sell Thematic, they talk to Matthew Kidman from Centennial Funds about the important themes from FY16 and their outlook for the year ahead.

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