Oliver’s Insights – Market outlook Q&A – disconnect to real economy, growth v value, vaccines, property, gold, inflation and other issues

Oliver’s Insights – Market outlook Q&A – disconnect to real economy, growth v value, vaccines, property, gold, inflation and other issues

The attached note covers the main questions investors have in a simple Q&A format.

The key points are as follows:

  • Share markets often lead economic recoveries so the current apparent disconnect is not that unusual.
  • Share markets are likely to see a rotation in favour of cyclical stocks relative to growth stocks and this would favour non-US and Australian shares over US shares.
  • Markets have only partially priced in a vaccine.
  • More downside is likely in the $US and this could see the $A head to $US0.80 over the next 6-12 months

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