Asset Allocation Strategy
Behind the Strategy - Our Fourth Quarter Asset Allocation Strategy
Wed 21st October, 2020

Following the release of our Fourth Quarter Asset Allocation Strategy, in our Behind the Strategy video series Wilsons Advisory Head of Investment Strategy, David Cassidy and Wilsons Advisory Investment Advisor, Alexandra Kalceff discuss:

  • What’s driving expected equity market performance over the coming 12 months and the three reasons why equities are expected to do well
  • The likely market reaction to a Biden versus a Trump election result in November
  • The reasons Wilsons Advisory believe emerging markets will perform well over the coming year
  • The catalysts for our increased Australia equities allocation from neutral to overweight
  • The expected impact of the Federal Budget on the Australian share market

Against this backdrop, Cassidy also unpacks our recommended diversified asset allocation strategy for investors.

Watch now.

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