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With this week’s worse-than-expected inflation numbers, all eyes are centred on the Federal Reserve, which is now expected to hike rates even more aggressively.
BetaShares this week released its Half-Year Review of the exchange traded fund industry, with a few surprises in store for one of the most popular parts of the investment sector.
A pandemic, a few supply-chain disruptions, a war in Europe, rising energy prices, climate change and soaring inflation. What more could you ask for?
The end of 2022 feels a little like a blur of problems, people and red numbers, that’s not even considering what we have just been through.
While share prices have fallen this year, Australian companies remain well-cashed-up and profits sit at record highs, which will help to drive gains next year, according to the research house.
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.
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.
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.
2022 has been a torrid year for both bond and equity markets, but particularly those outside Australia. Following Friday’s weak close, the S&P500 is now down close to 19 per cent for the calendar year to date and the US government bond index is down around 13 per cent.
“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.
Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, we thought it pertinent to revise our outlook in the shorter term.
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.
