Introduction
Despite the initial shock of the COVID-19 crisis earlier this year, the global economy and equity markets now appear to be on a gradual recovery path supported by major fiscal and monetary stimulus and a progressive easing in social distancing restrictions.
While COVID-related risks clearly remain, the disease is now somewhat better understood, and more countries are trying to manage the outbreak without a return to the harsh economic lockdowns of earlier this year.
At the same time, given the high level of research activity, confidence is growing that a vaccine could be available sometime next year. Against this background, and with global inflation and interest rates still very low, equity markets might continue to offer an attractive source of return for many investors.
One increasingly well-known opportunity is leading U.S. tech darlings such as Facebook, Amazon, Apple and Google, exposure to which is easily achieved on the Australian Securities Exchange (ASX) through the Betashares NASDAQ-100 ETF (ASX Code: NDQ), but this special report outlines what I consider to be three alternative global investment opportunities. Of course, this report is general in nature and readers should always do their own research and consider the suitability of any potential investment in light of their own circumstances and as a component of a broader portfolio.
- David Bassanese, Chief Economist, BetaShares Capital.
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