
- His current outlook for the US recovery;
- The US unemployment rate;
- Timing around the QE tapering;
- The European economic recovery; and
- Magellan Global Fund’s portfolio positioning.
This article reflects the views of the author and not necessarily the views of Steward Wealth.
This information is of a general nature only and nothing on this site should be taken as personal financial or investment advice, or a recommendation to buy or sell a particular product. You should seek advice from Steward Wealth who can consider if the general advice is right for you.
Welcome to our Steward Wealth quarterly outlook video, a brief overview of where we see markets now and how we’re positioned.
The combination of vaccines and government support has sparked a switch from growth stocks to value or cyclical stocks. Find out why it’s still time to get on board the switch.
With growing talk of a commodities ‘supercycle’, resources stocks would be big beneficiaries
0 Comments