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Geopolitics to trump inflation as biggest risk of 2023

In a year shaped by geopolitical tensions, a pandemic, war, inflation and supply-chain disruptions, the number one threat perceived by the general public remains inflation.

Ishan Dan | 4th Jul 2022 | More
Global growth downgraded as Ukraine drags

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.

Ishan Dan | 30th Jun 2022 | More
  • Positioning portfolios for fabled ‘soft landing’

    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.

    Drew Meredith | 30th Jun 2022 | More
    Global asset portfolios to deliver 5% a year: BCA

    New research from BCA Consulting predicts Australian equities will outperform global equities over the next 10 to 15 years.

    Nicki Bourlioufas | 30th Jun 2022 | More
  • ‘Wonderful opportunities’ lie ahead of bond market volatility: JCB

    Charlie Jamieson, co-founder and chief investment officer at Jamieson Coote Bonds (JCB)spoke recently at Praemium’s  Key Market Drivers event, blaming much of the market under-performance of 2022 on fixed-interest markets.

    Ishan Dan | 23rd Jun 2022 | More
    Navigating geopolitics in an uncertain world

    As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in disarray.

    Ishan Dan | 23rd Jun 2022 | More
    Investing beyond the pandemic

    “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.

    Ishan Dan | 16th Jun 2022 | More
    Hit to banks to come from higher rates

    Following the Reserve Bank of Australia’s decision to increase the cash rate by 50 basis point this month, the big banks have quickly raised interest rates on their mortgages, as well as interest rates on some savings accounts.

    Nicki Bourlioufas | 16th Jun 2022 | More
    Why China is ahead in the cycle

    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.

    Greg Bright | 10th Jun 2022 | More
  • Banking sector remains strong, but crypto, housing challenge grows: APRA

    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…

    Ishan Dan | 9th Jun 2022 | More
    Markets still ‘vulnerable’ to weaker earnings

    Head of Australian Equities at T. Rowe Price, Randal Jenneke, has released a note to clients that conveys a somewhat cautious tone towards the Australian equity market.

    Ishan Dan | 9th Jun 2022 | More
    EV, media and cyclical tech among Capital’s top tilts

    Investment director at Capital Group, Matt Reynolds, outlines four uncertainties that are influencing equities markets at the moment.

    Ishan Dan | 9th Jun 2022 | More