The resilience of the US stock-market has been impressive, though we continue to believe there is more upside in the rest of the world (DM and EM) on a 12-month view given less expensive valuations and more earnings leverage to a re-opening global economy. 

Overall, we remain constructive on global (and Australian) equities due to the supportive backdrop of low interest rates and a recovering economic/earnings cycle. 

In the Behind the Strategy video for second quarter of 2021, Wilsons Advisory Head of Investment Strategy David Cassidy, and Head of Australian Equities John Lockton discuss the outlook for global and domestic markets.

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.

In a relatively short space of time, Cryptocurrencies have grown significantly in investor recognition and market capitalisation.

In our latest Behind the Strategy video, Wilsons Advisory 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.

Following the release of our Fourth Quarter Asset Allocation Strategy, in our Behind the Strategy video series Wilsons Advisory Head of Investment Strategy, David Cassidy and Wilsons Advisory Investment Advisor, Alexandra Kalceff discuss:

In our new video series, Wilsons Advisory Head of Investment Strategy, David Cassidy chats with Wilsons Advisory Investment Advisor, Alexandra Kalceff about the factors weighing on markets and shaping our asset allocation strategy.