Market
Insights

Equity market seesaw

Equity market seesaw

Global equity markets have seesawed in the past two months. The Covid 2nd wave and US election uncertainty are influencing the investor outlook.

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Hanging on stimulus

Hanging on stimulus

The debate between US Congress and the White House over a further stimulus package and how this is influencing markets.

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Targeting higher inflation

Targeting higher inflation

In an important shift, the US Federal Reserve changed revised its inflation target meaning that policy rates will stay lower for longer.

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Cash rich job keepers

Cash rich job keepers

Government support measures in Australia and the US are seeing disposable incomes temporarily rise for some people.

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The big squeeze

The big squeeze

Are we seeing the market climbing a wall of worry? The big positioning squeeze, and the impact of low rates on equity valuations.

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