Australian equities
Time for a valuation reality check-up!
This reporting season was one of the most positive we’ve seen in years, with Australian companies across many sectors delivering strong growth, despite the challenges of the Covid pandemic. For equity markets, the ‘valuation reality check-up’ cycle looks to have kicked off, a theme which is likely to dominate for much of 2021...
A tighter relationship between US and Australian equities?
As a small open economy, monetary policy decisions made in other parts of the world matter for Australia, particularly those of the US given their importance in global capital markets. So what can we expect in 2021 and just how will we be effected?
Investors face their own Breaking Bad moment
Market liquidity is typically thin over the annual holiday period as investors and asset allocators seek a change of scenery for a week or two. This year, even that change of scenery will need to be virtual. Investors reduced to taking their mental break via streaming could do worse than (re)watching the AMC series “Breaking Bad”. Aside from being rated as one of the top TV series of all time, the series’ story arc takes viewers on a journey that could be prophetic for global investors.
2021: The outlook for Australian equities
When we look back to this period in five years’ time, we will view it as an excellent time to have invested in the market, despite the uncertainty and volatility we may see over the near term.
2021: The outlook for small to mid-caps
Uncertainty still remains and what this will mean for 2021 is still unclear, but what we do know is that the Future Leaders of 2021 will likely be highly adaptive, sustainable, highly intelligent, long-duration businesses, striving to solve problems in a unique way for the world, despite all the challenges.
Coronavirus strikes (part 3)
Surviving but not altogether thriving
Congratulations Kate Howitt!
