Asset Allocation Strategy
Closing the chapter on 2020
Fri 11th December, 2020

With the likelihood of a COVID-19 vaccine and the US election result closing the chapter on two of the great unknowns of 2020, Wilsons Head of Investment Strategy, David Cassidy and John Lockton of Wilsons Australian Equities Investment Strategy Group look ahead to 2021.

In our latest Behind the Strategy video David and John discuss:

  • Whether US equity market leadership will take a backseat in 2021
  • What the prospect of an earnings recovery means for Australian investors and the market in the year to come
  • How investors should position Australian equity portfolios in light of the outlook for economic and profit recovery
  • The dominant structural themes investors should be focusing on and the names that are expected do well regardless of the cyclical inflection point
  • The outlook for fixed interest investments and the A$ in 2021

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