Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
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Weekend reads: stocks inspiration and FOMC meeting
Søren Otto Simonsen
Senior Investment Editor
Summary: Winding down a busy financial week, there’s nothing like spending the weekend catching up on some of the exciting things that can help you and your portfolio.
On Friday, Australian Market Strategist, Jessica Amir wrote an article, where she suggested five stocks that may be interesting to consider based on earnings seasons. As she writes: “US earnings season is about to get underway, and Australia’s financial year reporting just wrapped up, so let's cover five hot stocks to watch.” Read more here.
One of the big financial events this week was the FOMC meeting, where the US interest rate was the topic of the day. The hikes affect equites and according to our Head of Equity Strategy, Peter Garnry, it may specifically support dividend stocks. He writes: “Dividend stocks are in high demand have been outperforming the global equity market by 14% since November and will likely continue to do well over the coming six months.” Read Peter’s full comment here.
For more inspirational content, check out this page.
One of the big financial events this week was the FOMC meeting, where the US interest rate was the topic of the day. The hikes affect equites and according to our Head of Equity Strategy, Peter Garnry, it may specifically support dividend stocks. He writes: “Dividend stocks are in high demand have been outperforming the global equity market by 14% since November and will likely continue to do well over the coming six months.” Read Peter’s full comment here.
For more inspirational content, check out this page.
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