The Bull Case for Investment Markets in 2021 | Nucleus Investment Insights

Nucleus Wealth’s Head of Investments Damien Klassen, and Head of Advice Tim Fuller lay out the Bull Case for Investment Markets in 2021.
 
Global equities, as of this week, have gained around 70% since the nadir of the market falls in march — an outcome few would have predicted during a global pandemic. But will high levels of monetary and fiscal support, coupled with the kicker from vaccine deployment, be a strong enough support to activity and earnings?

On the agenda:

  • Liquidity
  • Earnings
  • Not valuation
  • Reflation & Recovery 

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Tim Fuller is Head of Advice at Nucleus Wealth.