November 2, 2020
Quarterly Australian Equity Market Video
Randal Jenneke
Head of Australian Equities
This quarter, Randal discussed the framework we use to think about what drives markets. We call it the three P’s: policy, profits and positioning. First we need to think about the impact of unconventional monetary policy. Second the importance of corporate profits, and third how positioning can drive markets in the short to medium term.
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