The bull case for investment markets in 2021 | webinar and podcast
Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller lay out the bull case for investment markets in 2021.
Global equities, as of this week, have gained around 70% since the nadir of the market falls in March — an outcome few would have predicted during a global pandemic.
At home, with a large exposure to natural resources and financial services, strategists expect the continued rotation towards value companies – such as the banks and miners – at the expense of growth and technology.
But will high levels of monetary and fiscal support, coupled with the kicker from vaccine deployment, be a strong enough support to activity and earnings?
View the presentation slides. Links to various podcast platforms are featured at the bottom right of the player if you wish to listen on your preferred one.
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Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.