Asset Allocation Strategy
The Global Equities Revival
Mon 31st August, 2020

Global equities have had a strong rebound led by a remarkable performance from the US share market. US equities (S&P500) are now above their pre-COVID-19 February highs with a trough to peak rebound of 50% in just over 5 months.

Outside of the US, market rebounds have been solid but less dramatic, with flattening share market performance profiles in recent months.  In our weekly macroeconomic view, we explain what is behind the dramatic US revival, the value in global emerging markets, and share our 1-2 year outlook for equities.

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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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