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SA Leaders – The Long View – March 2021
Looking through a ‘where to from here’ lens, FinSec Partners’ Andrew Creaser unpacks what is fuelling the extraordinary behaviour of equity markets and the principal investment and economic factors at play. Themes include:
- Inflation fears and how they impact share and bond markets
- When will the Fed and RBA hike rates?
- The GameStop short squeeze – what really went on?
- A new ‘safe haven’ currency or vapour?
- Emerging markets and Asia – Long-term trends – Alternatives