Market Insights, Market Outlook
The RBA is hiking rates – and that is impacting equities, bonds and the economic outlook. The consensus view is for recession. In this month’s Insights, we push back on that view and highlight why the RBA will pause, and what that means for investors. DOWNLOAD PDF...
Market Insights, Market Outlook
Australia’s economy is remarkably strong right now. And it has momentum carrying it into year-end. Rates are accommodative. Monetary policy needs to tighten. And it will. But this is not a recessionary scenario. After severely damaging its credibility earlier this...
Market Insights, Market Outlook
The bearish global consensus has driven a great deal of volatility across equities and bonds. In this Bitesize Insights, we show why we are leaning against that consensus – and why government bonds are an important part of a diversified portfolio. DOWNLOAD PDF VERSION...
Market Insights, Market Outlook
Inflation will remain too high. The Fed will hike too fast. The US economy needs to enter recession.So goes the overwhelming consensus among Wall Street analysts. The move to that consensus coincided with a brutal H1 2022 for diversified portfolios. Equities fell as...
Market Insights, Market Outlook
This month our bitesize insights focuses in on the Australian housing market. The RBA is hiking rates, and that historically leads to falling house prices. In this month’s bitesize insights, we answer five key questions about the housing outlook. DOWNLOAD PDF...
Market Insights, Market Outlook
Australia accelerated dramatically since the pandemic. From June 2020 to March 2022, the residential mean price increased 36.6% across the country. Prices are highest in New South Wales, where the average residential price has increased from AUD888,000 in June 2020 to...
