March Madness?

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)