The new year has already thrown some extraordinary developments at investors – the ‘Blue Wave’ as the Democrats secure a majority in both houses of US Congress, a resurgence of Covid in Australia and record cases in the northern hemisphere, and markets that continue to run higher. So what more should investors be watching?
AMP Capital’s Diana Mousina shares her thoughts on:
- How low interest rates can stay, and for how long
- Which countries will return to ‘normal’ soonest post Covid, and why a vaccine may not have an impact for 18 months or more
- Why non-US markets tend to outperform during a Democratic presidency, and
- The impact of withdrawal of stimulus, including Jobkeeper and JobSeeker in Australia and around the world.
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