Conviction Insights represents our highest conviction calls from across our coverage universe. Following an active month of investment rating changes across our coverage list, and taking stock of reporting season, we have made 2 changes to our Conviction Insights lineup:
2nd Mar, 2021
Long-term interest rates have risen significantly in recent months. Equities have, for the most part, continued their impressive uptrend despite the rise in bond yields, but signs of strain in the relationship are starting to emerge.
1st Mar, 2021
Shaped by 3 major trends - earnings upgrades, higher dividends and strong cash generation - while earnings and dividends have been negatively impacted for the market as a whole, the February reporting season has been well-received relative to expectations.
25th Feb, 2021
Despite the lingering shadow of COVID-19 in much of the world, we believe prospects for risk assets remain constructive over the coming year.
22nd Feb, 2021
As we approach the halfway point of the February reporting season, the clear trend is that corporate Australia has bounced back strongly over the second half of CY20, with the improving domestic economy translating into improved earnings and dividends.
18th Feb, 2021
In our latest Behind the Strategy video, Wilsons Head of Investment Strategy, David Cassidy addresses equity market valuations, the impact of bond yields on asset markets, the A$, growth opportunities and asset allocation. Watch to learn more.
16th Feb, 2021
Clean energy stocks took off last year, with investors attracted to stocks and commodities associated with renewable energy. In the lead up to the US election, clean energy ETFs rallied, with a Biden win seen as being a key turning point for the global uptake in renewable energy. So, will Biden’s presidency usher in a new dawn for cleaner energy? And can this trend continue over the next decade?
15th Feb, 2021
The share prices of the major miners are trading at close to 12-month highs following an extraordinary 2020 that contained both a global recession and the largest global stimulus program witnessed post-war. This has investors rightly asking whether the party can continue?
11th Feb, 2021
The past year has seen some spectacular performances in a concentrated number of equity sectors and some alternative asset classes.
Bubbly price moves are raising concerns that many markets are becoming detached from reality and vulnerable to a major reality check. Indeed some commentators have gone as far as to label the entire US equity market as being in extreme bubble territory.
8th Feb, 2021