Blogs by Tags
Global Economy
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What to expect moving forward after World Financial Markets fell early this year!
Higher medium return potential (assuming inflation is tamed)...
Key points
- The fall in bond and share values and rise in their investment yields on the back of higher inflation has seen our medium term (5 to 10 year) return projections for a diversified mix of assets rise to around 6.8% pa.
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Another five great charts on investing that are very useful in times of uncertainty like the present
Key points
- Successful investing can be really difficult in times of uncertainty like now making it important to stay
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Investment Outlook Q&A - February 2022
Key points
- Inflation will likely slow later this year but remain well above pre-pandemic levels over the medium term.
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Macro Investment Update - January 2022
Key points
- 2021 saw strong investment returns with low volatility.
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Correction time? Shares get the wobblies – seven things investors need to keep in mind.
Key points
- Share markets have hit the wobbles lately on the back of a long worry list ranging from growth concerns, central bank tapering, the US debt ceiling and fears of about China Evergrande’s problems.
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Financial Market Update and Commentary - April 2021 - Your questions answered
Is the global economic recovery on track?
Yes. We anticipate global growth around 5.5% this year on the back of reopening sustained by vaccines, fiscal stimulus, easy money and pent-up demand as evident in double digit household saving rates. Global business conditions are strong.
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US-China trade war escalating
and triggering (another) correction in the share markets...
Key points
- The trade war between the US and China is escalating, posing a rising threat to global growth.
- Although we remain of the view that a deal will be reached, the risk has increased.
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The Fed and Market Turmoil
...the Fed turns a bit dovish but not enough (yet)
Key points
- The Fed has raised interest rates for the ninth time since first raising rates this cycle three years ago, taking the Fed Funds rate from a range of 2-2.25% to 2.25-2.5% reflecting ongoing confidence in US growth.
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The Australian economy – five reasons growth will continue
But unlikely to be enough to justify rate hikes until 2019
Key Points:
- The Australian economy grew 2.4% through 2017, good but well below potential given high population growth.
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From goldilocks to taper tantrum 2.0 - a bit of turbulence hits markets. 3 reasons not to be fussed
...a bit of turbulence hits markets. 3 reasons not to be fussed.
Key Points
- Central banks beyond the US are edging towards an exit from easy money. This is likely to cause bouts of volatility in shares and a rising trend in bond yields.
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