In the Behind the Strategy video for second quarter of 2021, Wilsons Advisory Head of Investment Strategy David Cassidy, and Head of Australian Equities John Lockton discuss the outlook for global and domestic markets.

China is one of the most important economic superpowers in the world. It is the second-largest economy representing ~18% of global GDP, 70% of annual iron ore demand and 38% of the MSCI Emerging Markets (EM) market cap.

Wilsons Advisory is delighted to announce the appointment of three key roles across our Corporate Finance and Institutional Equities teams.

Conviction Insights represents our highest conviction calls from across our coverage universe. This month we add Pacific Smiles Group (PSQ) to our Conviction Insights lineup. An independent operator of dental clinics in Australia, its addition is driven by 4 key factors:

In a relatively short space of time, Cryptocurrencies have grown significantly in investor recognition and market capitalisation.

Following 7 months of overperformance from Australian banks, the upcoming results season is likely to be well received by the market. In our monthly view on Australian equities we look at 4 areas of focus we believe will shape reporting season:

Australian equities performed quite strongly during the first three months of 2021, delivering around half the long-term annualised return of the market.

Wilsons Advisory is pleased to have acted as Joint Lead Manager to the successful $45m capital raising for global communications SaaS provider Whispir (WSP:ASX). The capital raised provides Whispir with additional growth capital to pursue its significant global growth opportunities in ANZ, Asia and North America.