What to expect from markets and the economy in 2024 Having enjoyed a better than feared consumer-led recovery from COVID lockdowns, Australia’s economy in recent years has quickly been beset by a new problem: very high inflation, caused principally by stronger-than-expected demand running ahead of a...
Yielding to yields [vc_video link='https://www.youtube.com/watch?v=gbtZMmHy-WA'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Both defensive and growth assets weakened further in October, reflecting another solid increase in global bond yields. The Hamas attack on Israel was a major development in the month, which initially led to a spike in...
Higher for longer [vc_video link='https://www.youtube.com/watch?v=5-iEBhgqUUQ'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Market Overview Both defensive and growth assets weakened in September, reflecting a strong further increase in global bond yields. In turn, this reflected resilient global economic growth and expectations that policy rates would remain ‘higher for longer’. Growth...
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...
Innovating Your Financial Future: Introducing Our Partnership with Voyant [vc_video link='https://youtu.be/36oVC2MaEvU'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] At FinPeak, our mission is to empower you to make informed and strategic financial decisions. Today, we are thrilled to announce our partnership with Voyant, a state-of-the-art financial planning platform...
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...
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...