Investor Insight 72, March 2019

The US S&P500 has rebounded by more than 11 per cent so far this calendar year in response to a shift in Fed policy and a thawing of the US/China trade war. When we say fade the rally what does that mean and why?

February is also conference season for the wealth management industry in Australia, as global economists, strategists and fund managers escape the northern winter and head to the sun and warmth to provide their insights for the year ahead. We discuss as well our observations from having attended conferences last month.