Key points – The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but with Australia lagging; and
Key points – The economic and financial environment today is more challenging than when Trump first took over in 2017: inflation is a bit higher,
Key points – The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more
Key points – Starting point valuations – like yields and price to earnings ratios – are key drivers of medium-term investment returns. – Valuation starting
Key points – Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong. – As
Key points – A move towards more aggressive fiscal policy stimulus and property support measures should help drive a mild cyclical upswing in China’s economy.
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points – The US election has significant potential to impact markets.
– but what about the Israel/Iran conflict & other risks? Key points Recession risks, the escalating Israel conflict, the US election along with still stretched
– shares are vulnerable to a bout of volatility but here’s five reasons why the trend will likely remain up Introduction From their lows last
Introduction The Australian housing market has started the year on a solid note with national home prices up 1.6% over the first three months according
Introduction It’s four years since the COVID lockdowns started. The pandemic ended when it morphed into the less deadly Omicron variant in late 2021, but
Introduction After another 80% or so plunge from its high in 2021 to its low in 2022, Bitcoin has rebounded again to a new record
