Market Manager | July update – Moving from Brexit to reporting season

Mathan Somasundaram

Macro outlook: Global markets are balancing the central bank stimulus against global growth worries to move higher. The FOMC’s likely move to weaken USD and China stimulus will keep resources supported in the short to medium term. Brexit related stocks are likely to have uncertainty hanging over them for the next few years. Quant strategy model changes..... (VIEW LINK)


Mathan Somasundaram

2017 - Now > Blue Ocean (AUS) > Market Portfolio Strategist 2012 - 2017> Baillieu Holst (AUS) > Head of Strategy, Quant and Data Analytics 2009 - 2012 > Bell Potter / Southern Cross (AUS) > Head of Quant and Data Analytics 2007 - 2009 > LIM...

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