Investor Insight 76, June 2019

Capital Economics in London recently pointed out that the rebound in equities is justified based on the strength in corporate profits, especially in the US, but noting that this profit rebound has not been as pronounced in markets such as Europe. We discuss this as well as:

  • One of the anomalies at the moment is the Australian Dollar.
  • Australian Equity market valuations.
  • and, a reminder that cycles always exist.