Market Trends: Fears of a Global Recession Fading Fast [vc_video link='https://www.youtube.com/watch?v=xH_HGiKGhBI'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Market fears of a global recession anytime soon are now all but eradicated. Resilient US economic growth, hopes of a broadening in global growth to non-US regions, artificial intelligence euphoria...
Market Trends: Shares rally, but valuations look stretched Easing fears of a global recession remained the major global market theme in February, with the US Federal Reserve signalling the next move in rates is likely down. The only near-term debate is how quickly the Fed will...
Equity Markets: What Will Happen When Interest Rates Fall? The conclusion of the recent rate hiking cycle ignited a surge in what market analysts are calling an “everything all at once rally”. However, as the focus shifts towards potential rate cuts, investors face a more nuanced...
Waiting for a cut Defensive assets returns were flat in January, reflecting muted cash and Australian bond returns, and a small decline in global bond returns. Gold prices also eased a little. The major theme of the month was solid US economic growth and reduced expectations...
Easing recession risk suggests the worst may be behind us Growth vs defensive assets Growth assets returned 0.5%, marginally beating the 0.3% return from defensive assets. Growth assets have outperformed solidly over the past 12 months. Defensive assets Global bond yields rose further in August as resilient economic growth reduced the risk...
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...