Low interest rates keep markets guessing

Updated July 19 2016 - 9:46am, first published 9:11am

Equity markets remain at the mercy of abnormal macro-economic conditions, such as central bank record low interest rate settings, something no investor alive today has seen before – no wonder markets are volatile. Despite the difficult backdrop, solid equity returns are still achievable via thematically driven and bottom-up stock picking. Most of these themes and bottom-up stock ideas sit outside of your traditional top 20 stocks, so you have to go digging to find the growth. Below are a number of Morgans Financial Limited's key investment themes in the Australian equities market.  

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