Insights

The latest market insights from our strategists covering equity
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Ian Weir

Global Investment Markets Team

Ian has worked in Equities markets for almost 20 years. Before joining Mason Stevens, he spent eight years working as a Director at Citi in their institutional equities business, sales trading Pan Asian Markets in London. Prior to this, Ian was based in Sydney and Melbourne where he worked for Citi as a sales trader covering Australian Equities for the domestic client base.

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Thematic ETFs

01 Nov 2023 | By Ian Weir

READ TIME < 1 READ MORE

Following on from the summaries of seven themes published at the start of September, we have continued exploring the broad topics below. Technological breakthroughs: Ongoing advancements in technology, such as artificial intelligence, robotics, and automation, will continue to disrupt industries...

Thematic ETFs

01 Sep 2023 | By Ian Weir

READ TIME 2 mins READ MORE

Thematic ETFs have gained considerable attention and popularity in the investment landscape, offering distinct advantages for investors seeking exposure to specific themes or sectors. These ETFs provide several benefits that make them attractive as investment options.

1Q23 US earnings: Are rate hikes starting to bite?

08 May 2023 | By Ian Weir

READ TIME 3 mins READ MORE

As always, the quarterly US earnings reports are very closely watched for how the global economy is fairing. The combination of near full employment, higher than normal personal saving rates and an increased demand post the COVID 19 pandemic, theoretically...

India: A significant underperformer YTD, where to from here…

19 Apr 2023 | By Ian Weir

READ TIME 5 mins READ MORE

When compared to other Equity Emerging Markets, India’s absolute and relative returns have stalled since late November 2022 as global investors have moved back into Technology focused markets such as Korea and Taiwan post China’s step change in their Covid...

The Budget: Learning lessons from the UK, but stormy seas ahead

28 Oct 2022 | By Ian Weir

READ TIME 4 mins READ MORE

Federal Treasurer Jim Chalmers delivered his first Budget to Parliament only five months after the Labour Party won the federal election. Inheriting an economy at close to full employment, high inflation and having watched the events of the UK post...

Be careful what you wish for…

07 Oct 2022 | By Ian Weir

READ TIME 4 mins READ MORE

In what has been one of the most uncertain periods for the United Kingdom for decades, volatility and uncertainly has taken a significant step up in the last few weeks.

Oil…has the well gone dry?

17 Aug 2022 | By Ian Weir

READ TIME 4 mins READ MORE

It has been a perfect storm on both the demand and supply side for the oil market since late last year with Geo-political tension, supply chain issues and the re-emergence of business/leisure travel. As oil prices have fallen 30% from...

Signposts from US earnings season

01 Aug 2022 | By Ian Weir

READ TIME 3 mins READ MORE

We are just over halfway through the most anticipated US earnings season for some time. The market has been desperate to get some real datapoints on how the US and to some extent the global consumer is travelling. Therefore now...

The departure of Boris Johnson & where to for the UK and Australia

11 Jul 2022 | By Ian Weir

READ TIME 3 mins READ MORE

Boris Johnson’s resignation last week opens the door for a Conservative leadership election over the coming weeks. The leadership issue has been an overhang for the last few months, therefore most would expect the party will look to move swiftly...

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