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 Advisory 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.

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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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