Bounce Back Wilsons Advisory After a tough start to the year, global and australian equities have bounced back sharply from their mid june lows. in this week’s report, we explore what to make of the recent rebound in equity markets. Such projections are subject to market influences and contingent upon matters outside the control of wilsons advisory and therefore may not be realised in the future.
Bounce Back Wilsons Advisory Wilsons advisory sharing with you the latest insights from our investment experts. newsletter published monthly created by wilsons advisory editions. The asx 300 has pulled back this month in response to an upward shift in us interest rate expectations amidst stronger than expected growth, renewed signs of sticky inflation, and geopolitical tensions in the middle east. In spite of the sharp bounce back in big tech, we still feel a number of factors favour broader market performance. valuations are relatively attractive in the global equity market ex us and or ex tech. at the sector level, energy and global reits look particularly attractively valued. On the inflation front, the us cpi has shown the capacity to bounce around the declining trend, however, we have reasonably high confidence that inflation will continue to ease on a 3 to 6 month view.
Bounce Back Wilsons Advisory In spite of the sharp bounce back in big tech, we still feel a number of factors favour broader market performance. valuations are relatively attractive in the global equity market ex us and or ex tech. at the sector level, energy and global reits look particularly attractively valued. On the inflation front, the us cpi has shown the capacity to bounce around the declining trend, however, we have reasonably high confidence that inflation will continue to ease on a 3 to 6 month view. Follow wilsons advisory linkedin page to keep up to date with the latest market investment updates. if you would like to speak with an advisor, click here to request a call. This bounce in us jobs numbers allayed fears that the labour market is about to tip over into contraction. this helped equities rally and saw expectations of near term fed easing pared back a little. Welcome to wilsons advisory's monthly newsletter that provides access to some of our latest research and insights. We offer respects to elders past and present.
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