TMS Insights April 2026
In this edition of TMS Insights, Ben and Jeremy dive into market volatility driven by geopolitical tensions, assessing the implications for equities, energy, and investor sentiment.
They highlight resilient earnings, strong liquidity, and capital allocation insights from Sol Pattinson and Berkshire Hathaway, before turning to the strength of the US economy and earnings outlook.
They conclude by outlining why current conditions may present attractive entry points into global equities, particularly with a stronger Australian dollar.
Happy Easter!
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