Long-term interest rates have risen significantly in recent months. Equities have, for the most part, continued their impressive uptrend despite the rise in bond yields, but signs of strain in the relationship are starting to emerge.
1st Mar, 2021
Despite the lingering shadow of COVID-19 in much of the world, we believe prospects for risk assets remain constructive over the coming year.
22nd Feb, 2021
In our latest Behind the Strategy video, Wilsons 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.
16th Feb, 2021
Clean energy stocks took off last year, with investors attracted to stocks and commodities associated with renewable energy. In the lead up to the US election, clean energy ETFs rallied, with a Biden win seen as being a key turning point for the global uptake in renewable energy. So, will Biden’s presidency usher in a new dawn for cleaner energy? And can this trend continue over the next decade?
15th Feb, 2021
The past year has seen some spectacular performances in a concentrated number of equity sectors and some alternative asset classes.
Bubbly price moves are raising concerns that many markets are becoming detached from reality and vulnerable to a major reality check. Indeed some commentators have gone as far as to label the entire US equity market as being in extreme bubble territory.
8th Feb, 2021
Despite a resurgent virus in much of the world and recent signs of a renewed slowing in global activity, prospects for risk assets are quite good over the coming year.
27th Jan, 2021
Buoyed by the global roll-out of multiple COVID-19 vaccines, we think the pace of global GDP growth in 2021 will be close to the fastest in 50 years. Of course, this comes after 2020 saw one of the deepest (albeit short) contractions on record, but it will be a remarkable recovery nonetheless with the global share market revival poised to extend through 2021.
21st Dec, 2020
With the likelihood of a COVID-19 vaccine and the US election result closing the chapter on two of the great unknowns of 2020, Wilsons Head of Investment Strategy, David Cassidy and John Lockton of Wilsons Australian Equities Investment Strategy Group look ahead to 2021.
11th Dec, 2020
Following the release of our Fourth Quarter Asset Allocation Strategy, in our Behind the Strategy video series Wilsons Head of Investment Strategy, David Cassidy and Wilsons Investment Advisor, Alexandra Kalceff discuss:
21st Oct, 2020