Portfolio Manager Jeremiah Buckley discusses the elements that have helped to spur a rebound in equity markets and the factors that can help the budding recovery continue.
- A rebound in equities has been fuelled by tremendous monetary and fiscal stimulus,
measured reopenings and signs of progress in COVID-19 treatment and vaccine development.
- In order to sustain a recovery, we will need to see continued improvement in consumer and business confidence, and the country will need to address issues such as the redeployment
of the labour force and enduring geopolitical tensions.
- Certain investment themes have come into focus as the economy begins to recover,
including the importance of healthcare innovation, an increased need for network and data resources and an emphasis on home-related spending.