Recession fears stalk US markets and the RBA has an inflation problem
In Australia the RBA has engaged in a “high wire” act in exercising a comparative caution in raising the policy rate.
In Australia the RBA has engaged in a “high wire” act in exercising a comparative caution in raising the policy rate.
Inflation and interest rates could be catalysts for a change in how much and what consumers want.
After six decades of continual growth, China’s population has finally begun to decline after holding its place as the world’s most populous country since UN records began in 1950. China’s 2022 population of 1.4 billion is down 850,000 from the year before, a decline that analysts expect to accelerate, with the country expected to yield […]
Find out what the experts think are the potential investing trends for the next 12 months.
Monetary policies will remain the key determinant of both equity markets direction and style leadership between growth and value.
The Fed is expected to raise rates again on February 1.
2022 saw the worst annual performance on the S&P/ASX 200 since 2018.
Australian miners are uniquely positioned to benefit from recovering demand for steel in China.
Out of uncertainty, volatility, and fragility will emerge opportunity.
We expect the risk focus will shift as earnings downgrades gather pace.