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Podcast: Nucleus Investment Insights
Episode: 3.19 Is AUD a Coronavirus safe haven? | Nucleus Investment Insights
Description: It was the absolute whipping boy of the crisis. Now it's the superstar of the markets rebound. Is the AUD now a safe haven of the Coronavirus crisis?
View the webinar slides to see the charts referenced: https://nucleuswealth.com/wp-content/uploads/2020/04/30.4-Is-AUD-a-covid-safe-haven.pdf
On the agenda, we discuss the rebound and and the drivers of AUD to investigate further.
Drivers covered will include:
1. global and Australian growth (or, more recently, Chinese growth and Australia's terms of trade);
2. interest rate differentials;
3. investor sentiment and technicals; and
4. the relative strength of the US dollar.
We'll conclude by discussing the investment implications...