MB Fund Podcast: The Bull Case for Investment Markets in 2021

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
View the presentation slides

 

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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.

Tim Fuller

Comments

  1. Arthur Schopenhauer

    The assumption that the Virus is not going to behave like a Virus is very naive, and seems to be shared by all on the podcast. You guys are putting the Vaccine cart well ahead of the Government horse.

    Israel is looking great, but it is only 0.076% of the global petrie dish.

  2. Taiwan – Biden administration engages with Taiwan over global semiconductor shortage

    President Biden’s top economic advisor, Brian Deese, has sought the Taiwanese government’s help in resolving the global semiconductor shortage that is idling auto manufacturing plants.
    Taiwan is home to the largest semiconductor manufacturing industry in the world and also relies on the US to defend against China.
    Deese has engaged with Taiwan’s Ministry of Economic Affairs and relayed concerns from US automotive companies over the shortages, while acknowledging that more will have to be done to prevent similar shortages in the future.
    US administrators have previously sought meeting with Taiwanese government officials to press them to ramp up the supply of semiconductors, as thousands of Americans could face cuts to their hours and wages as plants halt production.
    Leaders around the world are realizing just how dependent they are on Taiwan for chips, mostly due to the worlds largest producer, Taiwan Semiconductor Manufacturing Co.
    IHS Markit estimate that nearly 1m fewer light vehicles will be produced in Q1 21 as a result of the shortage.

    • That’s their own fault for cancelling orders AND for not having a second source for their relatively low performance chips.

      Doesn’t matter if you’re buying from a bakery or an IC fab, you cancel your orders and someone else places one, your next order goes to the back of the queue.

      And, if you only need a machete, why the fuck are you buying Katanas and then crying that you can’t get them?