MM Funds Management
  28 March, 2022
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Money Management Research
ASX outperforms developed market peers
Australia is proving to be a bright spot amid global markets with the ASX 200 outperforming its developed markets peers so far this year.
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What next after China’s rollercoaster sell-off?
Chinese shares were hit by a dramatic fall earlier this month before rallying higher and Schroders believes more caution is warranted from here.
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Look to quality shares to combat Fed rate hikes
Stocks often suffer when interest rates are going up, but quality companies could offer investors some protection, according to BetaShares.
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Rate rises cause end to ‘blue pill thinking’
The idea that interest rates would remain low forever was ‘blue pill thinking’ by the market, according to Spheria, and lacked focus on the fundamentals.
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Narrowing the inflation focus
While inflation is high and may be rising in the short term, portfolio managers should be questioning whether it has already been priced into asset prices, according to AMP Capital.
Industry News
Aussie dollar to surge to 80 US cents
The Australian dollar will hit 80 US cents within the next six months, according to VanEck, with strong headwinds from rising commodity prices improving Australia’s terms of trade.
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