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...
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...
Economists Divided on Rate Cuts Following Cool Inflation Data The recent Consumer Price Index (CPI) data in Australia, as released by the Australian Bureau of Statistics (ABS), indicates a potential shift in the trajectory of inflation and its impact on monetary policy. In the 12 months...
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...
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...