Market Outlook
February’s reporting season was one of those rare situations where we were better off than when we started. The changes to EPS growth expectations for
February’s reporting season was one of those rare situations where we were better off than when we started. The changes to EPS growth expectations for
The ongoing global COVID-19 situation remains fluid with countries such as the US and UK experiencing record high COVID-19 fatalities, while many European countries are
We expect 2021 to be a year where economic growth continues on a path towards normalcy and where financial markets settle into a more traditional
The ongoing global COVID-19 situation remains fluid with countries such as the US experiencing record high COVID-19 fatalities, while many European countries are back in
The ongoing global COVID-19 situation remains fluid with some European countries locking back down due to the second and third waves whereas Australia and other
While the ongoing global COVID-19 situation and ensuing uncertainty makes forecasting difficult, we continue to reassess our earnings estimates. This includes reviewing short-term earnings and
Throughout history, financial crises have been caused by an economic shock or a fundamental demand/supply imbalance. This crisis is different. When the pandemic hit, the
During the August reporting season, most companies were impacted by COVID-19 in some way; however, a range of companies have performed well ahead of pre-COVID
After an initial strong recovery from the coronavirus sell-off, equities (globally and domestically) have made only modest progress in recent weeks, as investors have gone
June saw a continuation of the TINA (There Is No Alternative) trade as markets responded to the unparalleled stimulus measures from governments and central banks