Global Market Review: April 2015 | BetaShares

Global Market Review: April 2015

BY David Bassanese | 12 May 2015

Please find attached the latest BetaShares Global Market Review. The main theme last month was a bounce back in commodities due (perversely) to softer US and Chinese economic data, which softened the $US and raised hopes for more monetary stimulus.  We do not expect the soft patch of US economic data to last.  We still favour risk markets from a medium-term perspective, with a bias toward unhedged international exposure.

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