Easing inflation fuels hopes of soft landing Growth vs defensive assets Global equities rose further in July despite continued upward pressure on bond yields as central banks retained firm policy tightening biases. With corporate earnings still broadly flat, the gain in equities reflected a further lift in...
Recession averted? Global markets The key development over the past week was the weaker-than-expected US CPI result, which has reduced the risk of further aggressive Fed action that ultimately pushes the economy into recession. According to Fed comments, it still seems likely the Fed will hike at next month’s...
What is AI? AI, or Artificial Intelligence, is a technology that helps machines understand and learn things, kind of like how humans do. It's like giving computers the ability to think and make decisions on their own. Imagine you have a robot friend who can do all...
Market Trends May: Debt Ceiling Concerns Market Summary Growth and defensive asset returns were modestly negative in May as rising bond yields and concerns over a potential US debt default weighed on sentiment – while earlier fears of a US banking crisis continued to wane. An easing in...
Investing in the right asset class can be a daunting task, as it requires navigating the complex and ever-changing landscape of financial markets. Each year brings its own set of economic conditions, market trends, and geopolitical factors, making the decision-making process even more challenging. In...
A strong April, but markets remain in a state of flux [vc_video link='https://www.youtube.com/watch?v=fw9SJyX59Uk'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Market summary Both growth and defensive assets rose in April, with the latter outperforming the former due to moderate gains in both Australian and global equities. Defensive assets Broadly steady global...
Market trends: Australia vs the world [vc_video link='https://youtu.be/08hKGpeCLyw'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Hopes of a soft landing for the global economy – with inflation falling without the need for a recession – have supported both bond and equity markets in recent months,...
Market Trends: Can the US pull off a soft landing? [vc_video link='https://www.youtube.com/watch?v=HwC4H3rCLGQ'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Global bonds and equities: soft landing hopes boost returns An easing in global inflation and still resilient economic growth – despite aggressive central bank rate hikes last year – has...
What happened in 2022? The COVID-19 pandemic finally started to become endemic in 2022, though it continued to cause issues in China. Despite this, the past year has been challenging for investors due to various factors. Inflation rose significantly in 2021 and continued to increase, largely...
Investing can take many different forms, and the style of investing that is right for you will depend on your financial goals, risk tolerance, and investment horizon. Some common styles of investing include: Growth investing; Value investing; Income investing; Index/passive investing; and Fundamental/active investing. Growth Investing Growth...