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
In a relatively short space of time, Cryptocurrencies have grown significantly in investor recognition and market capitalisation.
12th 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
The Australian economy is well placed to accelerate this year, albeit the rebound may not be as spectacular as in some of the deeply depressed economies overseas.
15th Mar, 2021
A combination of vaccine roll-out, pent up consumer demand, fiscal stimulus and accommodative monetary policy set the stage for a sharp global economic recovery in 2021. Improved global growth will drive corporate earnings significantly higher, which should support equity markets.
8th 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
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
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