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Positioning Portfolios Post-Pandemic: Navigating the Impact of Monetary and Fiscal Policy

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Post US Election Outlook

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Guide To The Markets – Australia

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10 Investment Themes For The Next 10 Years

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2020 Australian Equities Reporting Season Wrap UP

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FY 2020 – A YEAR TO FORGET, AND A YEAR TO REMEMBER

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Where To Invest In A Post Lock Down World

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Perspectives For Clients On Investing Through Turbulent Times

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Lessons For Investors From COVID-19

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Stock Markets Wild Mood Swings Can Be Explained By Mr. Spock

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Positioning Portfolios Post-Pandemic: Navigating the Impact of Monetary and Fiscal Policy

Australian investors should expect to be in a very low and anchored interest rate environment for some time. Robert Mean and Adam Bowe explore monetary and fiscal policy and its implication for investors.
Read The Full Article Here: https://www.pimco.com.au

Post US Election Outlook

Following many ups and downs of the last few weeks, it looks certain that Joe Biden will become the next President of the United States. Guy Bruten, Alliance Bernstein Chief Economist- Asia Pacific ex China, and Roy Maslen, CIO – Australian Equities, talk about what the election results means for markets and Australian Investors.
Watch The Full Video Here: https://web.alliancebernstein.com

Guide To The Markets – Australia

JP Morgan Asset Management’s Global Market Strategist Kerry Craig discusses a guide to 4Q20 for international and local markets.
Watch The Full Video Here: https://am.jpmorgan.com

10 Investment Themes For The Next 10 Years

Capital Group investment professionals transport us to the year 2030 with 10 themes that could shape the investment landscape over the next decade.
Read The Full Article Here: https://www.capitalgroup.com/

2020 Australian Equities Reporting Season Wrap UP

2020 Reporting Season Wrap Up
August reporting season has been heavily impacted by the effects of the corona-virus pandemic – with increased government stimulus the challenge of separating artificially supportive and artificially depressed operating conditions has taken thorough analysis.
Martin Conlon, Head of Australian Equities – Schroders, provides an overview of reporting season and answers key questions on the impact of Covid-19 on ASX200 companies so far.
Watch The Video Here: https://www.schroders.com

FY 2020 – A YEAR TO FORGET, AND A YEAR TO REMEMBER

Paul Moore gives his insights into the 2020 financial year, how the insights have guided portfolio construction, and where the market is now.
Read The Full Article Here: https://www.pmcapital.com.au

Where To Invest In A Post Lock Down World

Now that governments are talking about re-opening the economy, investors can start thinking about the businesses that might provide the best returns as we emerge from economic hibernation. Roger Montgomery shares a quick appraisal of the investment landscape, and identify the key attributes of businesses that he believes will rebound the hardest.
Read The Full Article: https://rogermontgomery.com

Perspectives For Clients On Investing Through Turbulent Times

Macquarie’s Brett Lewthwaite, CIO and Global Head of Macquarie Fixed Income, discussed the perceived ‘return to normal’ in equities and high yield with Ben Price. Head of Wholesale Distribution, and why the economic reality is likely to be more challenging. Brett shares the global team’s thoughts on: Why markets continue to look through risk; The Outlook from here: are we returning to normal?; and Perspectives for clients on investing through turbulent times.
Watch The Full Video: https://mymail.macquarieim.com

Lessons For Investors From COVID-19

The Coronavirus pandemic sparked a surge of volatility across global financial markets, with important lessons emerging for investors on how to cushion portfolio losses. Namely Environmental, Social and Governance (ESG) investing can mitigate losses.
Read The Full Article: https://www.vaneck.com.au

Stock Markets Wild Mood Swings Can Be Explained By Mr. Spock

Clients, colleagues and even family members keep asking the same question: “Why have stocks decoupled from the economy?” These are not people who obsess over the Federal Reserve’s balance sheet or spend time with the Bureau of Labor Statistic’s birth-death model. They just want to know what’s going on in the stock market.
Read The Full Article: https://www.bloomberg.com

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