Quarter in Review The 4th quarter rally into the Christmas break was expected, but I admit the pace and extent of the move caught me a little by surprise. The ASX200 added 8.56% during October putting us back to about the pre-COVID high in November, a logical place for the market to take a breather or so …
Inflation is a consideration and so are the prospect of higher interest rates, but both should still be accommodating for equities and if earnings continue to surprise to the upside, particularly in the US, the short and underweight money that still exists in the market will want to buy back in which could see strong …
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