Blogs by Tags
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Blogs by Tags
Economic Outlook
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2025-26 saw lots of noise but strong returns (again) – can it continue?
Key points
- While we saw a long list of worries over the last year, 2025-26 saw another financial year of strong returns.
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Shares down on the oil shock - 5 key charts for investors to keep in mind
Key points
- The War with Iran has led to a surge in oil prices & worries of stagflation, which has pushed share markets sharply lower.
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The outlook for Australian shares
Key points
- Overthe long-term Australian shares have been a relatively strong performer, but it does go through relatively long periods of out and underperformance versus global shares.
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Investment cycles – what are they and why you need to be aware of them
Key points
- Cyclical fluctuations are a key aspect of investment markets. Most are driven by economic developments but get magnified by swings in investor sentiment.
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What is happening with the supply of new homes in Australia?
Key points
- Australia has had a housing undersupply problem since the mid 2000’s, helping to continually push up home prices and being one of the main drivers of the “affordability” problem.
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Share market falls - seven key things for investors to bear in mind
Key points
- Share markets have fallen sharply in recent weeks asuncertainty around US President Trump’s policies have led to renewed concerns about the risk of recession at a time when share market valuations were stretched.
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Goldilocks stayed for 2024, but what’s in store for investors in 2025?
Key points
- The key themes for 2024 were: better than feared growth;global divergence; more disinflation; falling interest ratesbut with Australia lagging; and more geopolitical threats butnot as bad as feared. As in 2023, returns were strong.
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A list of lists regarding the macro investment outlook for 2024
Key points
- 2023 turned out to be a strong year for investors with shares and bonds rallying on the back of falling inflation, the anticipation of interest rate cuts in 2024 and better than feared economic growth. There were bumps along the way, but balanced super funds returned around 9.5%.
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2023 the year in review
Key points
- 2023 was a year of extreme volatility and uncertainty. Central banks around the world confirmed a commitment to higher interest rates due to inflation concerns.
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Volatile world markets
Feeling a bit seasick from the volatility of the world’s financial markets?