Asset Allocation Strategy
Behind the Strategy - The Global Recovery
Tue 16th February, 2021

In a year in which recovery will be the dominant theme, there are a number of local and global factors influencing our first quarter asset allocation strategy. Wilsons Head of Investment Strategy, David Cassidy outlines the areas of opportunity for investors and shares his portfolio recommendations against the current economic backdrop.

In our latest Behind the Strategy video David discusses:

  • - The global economic backdrop for 2021
  • - The debate around equity valuations
  • - The impact of rising bond yields on other asset markets
  • - Expectations for the A$ over the coming year
  • - Growth opportunities in the coming year
  • - Asset allocation in a year of recovery

About Wilsons: Wilsons is a financial advisory firm focused on delivering strategic and investment advice for people with ambition – whether they be a private investor, corporate, fund manager or global institution. Its client-first, whole of firm approach allows Wilsons to partner with clients for the long-term and provide the wide range of financial and advisory services they may require throughout their financial future. Wilsons is staff-owned and has offices across Australia.

Disclaimer: This communication has been prepared by Wilsons Advisory and Stockbroking Limited (ACN 010 529 665: AFSL 238 375) and Wilsons Corporate Finance Limited (ACN 057 547 323: AFSL 238 383) (“Wilsons”), and to the extent that it contains advice, that advice is general in nature and does not consider your personal circumstances.

The information in this communication does not take into consideration the investment objectives, financial situation or particular needs of any particular investor. Past performance is not a reliable indicator of future performance. On that basis, any advice should not be relied on to make any investment decisions without first consulting with your financial adviser. If you do not currently have an adviser, please contact us and we would be happy to connect you with a Wilsons representative.

To the extent that any specific documents or products are referred to, please also ensure that you obtain the relevant document or Product Disclosure Statement(s) before considering any related investments.

Wilsons and their associates may have received and may continue to receive fees from any company or companies referred to in this communication (the “Companies”) in relation to corporate advisory, underwriting or other professional investment services. Please see relevant Wilsons disclosures at www.wilsonsadvisory.com.au/disclosures.

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Written by

David Cassidy , Head of Investment Strategy

David is one of Australia’s leading investment strategists.

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