During an interview with ausbiz today, Paul Ashworth our Managing Partner, shares his balance of risk assessment that Australian Equities should perform well in 2021 (but that we will also contend with a further appreciating Australian Dollar).
For 2021, Australian Equities stand to benefit from the combination of:
Good policy (fiscal + monetary)
Luck (containing COVID other than Victoria's 2nd outbreak), and
Good fortune (strong iron ore demand whilst Vale Brazil flounders).