March Madness?

Chad Slater

Ellerston Capital

A little reference for all the NCAA basketball fans out there, but also an apt title for a blog looking back at the global equity rally in March. Australian investors perhaps didn't get a sense of the scale given the Australian dollars rise offset a large chunk of the move; and the local market under-performed, but emerging markets were up over 12% in March. We blogged on here in late February about whether "to stick or twist" and outlined 4 conditions for the market rally to carry on through March. This weeks blog revisits those and also provides a short overview of where to from here for global markets in coming months. (VIEW LINK)


Chad Slater
Co Head Global Equities (ex-Asia)
Ellerston Capital

Chad co-founded Morphic Asset Management in 2012. As a stock picker Chad is also a generalist but has strong regional knowledge of Europe and the Americas. He has also been awarded the CFA Charter.

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