We experienced something unusual in 2018, something we only remember occurring on two or three occasions during our time in market. A completely new sector emerged in the Australian small cap market.
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The global plumbing industry is being disrupted by ‘push to connect’ components which provide a more efficient solution than the traditional soldering process. We showcase how portfolio holding Reliance Worldwide Corporation (ASX:RWC) is taking advantage of this structural tailwind and why we expect further market gains.
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Equity markets continued their strong positive momentum this month, with risk assets globally benefiting from further supportive central bank commentary and the prospect of additional Chinese stimulus measures.
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