MB Fund’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. 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?
On the agenda:
- Liquidity
- Earnings
- Not valuation
- Reflation & Recovery
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Tim Fuller is Head of Advice at the MacroBusiness Fund, which is powered by Nucleus Wealth.
The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Tim Fuller is an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Nucleus Advice Pty Ltd – AFSL 515796.