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Morgan Stanley have released their note covering the 2022 Midyear Economic Outlook. Most major economies, including the U.S., Europe, the United Kingdom and China, are each tracking toward GDP growth that will be half that of 2021.
While several weeks ago now, the threat of 75 basis point hikes is no longer in the future, it has and will likely happen more than once in 2022.
New research from BCA Consulting predicts Australian equities will outperform global equities over the next 10 to 15 years.
With inflation embedding itself back into the economy, the days of easy money have quickly become a thing of the past.
In a recent blog post, Joseph Koh, portfolio manager of the Schroder’s Australian Equities Long-Short strategy, compared the current market environment to the Four Horsemen of the apocalypse.
. The confluence of events, which has seen the traditional negative correlation between long duration bonds and equities quickly turn positive, has had a significant impact on investment returns.
There has been no better time to buy Gold than now and that’s due to several reasons.
“Recession? Who knows? We’re not bearish, especially with our value style of investing. It’s bit of war like scenario. After the war’s over, we get inflation and that’s what we’re in.
China is a little ahead of the US in the current re-pricing of global equities. That, coupled with western geopolitical concerns, has presented a new round of opportunities.
The chair of the Australian Prudential Regulation Authority (APRA), Wayne Byres, spoke at the recent AFR Banking Summit on the current state of the Australian financial system, addressing the various geopolitical thematics, economic headwinds and ongoing tensions at play. He also touched on housing, climate action and digitisation. The Australian banking system has undergone reforms…
Leading Independent Australian fund manager Yarra Capital recently announced the addition of a new Market Neutral Australia Equities investment strategy to their portfolio of funds.
Franklin Resources, the parent company of Franklin Templeton, a global asset manager with over US$1.5 trillion ($2 trillion) in assets under management, has bought private debt manager Alcentra from BNY Mellon.
