MB Fund Podcast: Are markets cured of COVID at last?

With vaccine clotting issues causing delays to rollout worldwide, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, senior analyst Radek Zeleny, Head of Advice Tim Fuller the investment team investigate if this be catalyst for a stock market stumble

Locally, our own federal government is currently under fire for a slow and troubled rollout that has seen it dump its goal of having everyone receive at least one jab by October, and uncertainties have prevented any new deadlines being set.

But vaccination efforts have not been without their own problems, with serious side effects emerging from several of the major vaccines which is turn is hampering widespread delivery and destroying fragile public confidence in getting the jab.

So now the question remains, will these surfacing vaccine issues manage to infect the current elevated confidence in global stock markets, and what steps can be taken to protect investment portfolios?

On the agenda:
  • Vaccine background
  • Investment effect of slow vaccine rollout
  • Investment effect of Sinovac problems
  • Investment effect of uneven economic growth / emerging market debt
  • Investment effect on Value vs quality vs growth

Can’t make it to the live series?  Catch up on the content via Podcasts or our recorded Videos.

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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. Tim FullerMEMBER

    Our viewer question of the week:
    Will Vaccine issues cause a stock market stumble?