In the Behind the Strategy video for second quarter of 2021, Wilsons Head of Investment Strategy David Cassidy, and Head of Australian Equities John Lockton discuss the outlook for global and domestic markets.
21st Apr, 2021
China is one of the most important economic superpowers in the world. It is the second-largest economy representing ~18% of global GDP, 70% of annual iron ore demand and 38% of the MSCI Emerging Markets (EM) market cap.
19th Apr, 2021
Wilsons is delighted to announce the appointment of three key roles across our Corporate Finance and Institutional Equities teams.
19th Apr, 2021
Conviction Insights represents our highest conviction calls from across our coverage universe. This month we add Pacific Smiles Group (PSQ) to our Conviction Insights lineup. An independent operator of dental clinics in Australia, its addition is driven by 4 key factors:
13th Apr, 2021
In a relatively short space of time, Cryptocurrencies have grown significantly in investor recognition and market capitalisation.
12th Apr, 2021
Following 7 months of overperformance from Australian banks, the upcoming results season is likely to be well received by the market. In our monthly view on Australian equities we look at 4 areas of focus we believe will shape reporting season:
9th Apr, 2021
Australian equities performed quite strongly during the first three months of 2021, delivering around half the long-term annualised return of the market.
1st Apr, 2021
Positioned for global reflation, we remain moderately overweight equities (with a tilt toward cyclical value), and significantly underweight core fixed interest.
29th Mar, 2021