The final quarter of 2021 is likely to be dominated by several competing cross-currents that have the potential to reshape the investment outlook. Issues like a global mid-cycle slowdown, domestic reopening, labour shortages and supply chain/input costs difficulties are likely to compete for the prize of being the dominant theme to the end of the year.
However, investors should not lose sight of the bigger picture around the earnings recovery across the Australian equity market over 2022.
In this quarter, the AGM season provides an update on the market's performance since reporting season, and the banks are also due to deliver their annual results in November. We preview four themes that are likely to dominate local investor debate and activity heading into 4Q21 and the impact on members of the Wilsons Australian Equity Focus List. In our 4Q21 Australian equities outlook we cover:
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John is a leading investment strategist with 20 years experience.