Notwithstanding current outbreaks, economic recovery expectations continue to improve as the pace of the Covid-19 vaccine rollout accelerates. But firming growth expectations have been accompanied by rising Sovereign bond yields. Will this derail equity markets or will accommodative fiscal and monetary policy, improving employment and rising vaccination rates continue to support markets through 2021?
In this webinar update from Celeste Funds Management, our strategic investment partner, and manager of the Celeste Australian Small Companies Fund, hear from Portfolio Managers Paul Biddle and Martin Byers as they:
- Provide an update on Australian small caps and recent market performance
- Discuss ongoing domestic spending strength and the implications for earnings confidence.
- Give an overview of high conviction ideas and current portfolio positioning
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NB: The portfolio holdings mentioned in the webinar were accurate at the time of recording in May 2021. Please note the holding in Nuix has since been sold.