Australia is the Lucky Country amid rising rates
The RBA’s position that it is unwise to actively try and destroy a 60-year policy goal of full employment is refreshing.
Inflation
Where I am putting the money: Hamish Tadgell, SG Hiscock & Company
From an investment perspective, the issue is whether inflation will prove more persistent and require tighter monetary policy or tighter financial conditions start to bite.
Emerging markets to benefit from better growth and peak USD
The re-opening of China and the performance of the US economy will be the two dominant themes for global equity markets in 2023.
Recession fears stalk US markets and the RBA has an inflation problem
In Australia the RBA has engaged in a “high wire” act in exercising a comparative caution in raising the policy rate.
What’s in store for retail through 2023?
Inflation and interest rates could be catalysts for a change in how much and what consumers want.
Investing trends for 2023
Find out what the experts think are the potential investing trends for the next 12 months.
Monetary policy to dictate global equities’ volatility and direction
Monetary policies will remain the key determinant of both equity markets direction and style leadership between growth and value.
Lithium and rare earths tipped for 2023 gains; share markets sink in 2022
2022 saw the worst annual performance on the S&P/ASX 200 since 2018.
Navigating uncertainty, volatility, and fragility in 2023
Out of uncertainty, volatility, and fragility will emerge opportunity.
Navigating an expected downturn in earnings
We expect the risk focus will shift as earnings downgrades gather pace.