JP Morgan – 2Q21 Guides To The Market Videocast
Join Kerry Craig, JP Morgan’s Global Market Strategist, as he uses the new guide to the markets – Australia, which illustrates market and economic insights, trends and themes, to provide perspectives on market-moving events and prospects for investing.
Watch The Video Here: https://jpmorgan.com
The Simplest Asset To Hedge Against Inflation
How do you protect yourself if we do eventually get above trend inflation? Ben Carlson writes on one key asset that was designed to do just that. Real Return Bonds or TIPS in the US. Beyond these, equities themselves can be a good hedge as are real assets including real estate and gold.
Read The Full Article Here: https://awealthofcommonsense.com
What We Really Don’t Know, Life After The Pandemic.
Ben Carlson’s ‘to the point’ blog discusses the idea that we really do not know what lies before us in life after the pandemic. While we do not think the world will go back to 100% normal we also do not believe it will completely change either. We suspect the answer lies somewhere in the middle.
Read The Full Blog Here: https://awealthofcommonsense.com
The Commodities Super Cycle: Is It Time To Follow The Trend?
In a world where higher commodity prices lead to materially higher inflation, could a trend following strategy unlock value for investors? Janus Henderson discuss.
Read The Full Article Here: https://www.janushenderson.com
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
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