Connect with us

Business

Full bull: global fundies’ three top trades for 2021 – The Australian Financial Review

Fund managers around the world are betting big on a vaccine sparking an economic resurgence. But investors should ponder two counterpoints.

Published

on

Asked to name their favourite trades heading into 2021, a top three emerged that underscored the investors belief in the reopening theme: long emerging markets, long the S&P 500, and long oil.
Bank of America says the US election outcome and the announcement of promising results from vaccine trials are behind the switch in the psyche of investors.
While Chanticleer has been left shaking his head at reports that ICU beds are full in Switzerland and parts of the United States, investors appear to…

Click here to view the original article.

Continue Reading
Advertisement
Advertisement

Trending