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