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Key Points: Inflation is placing increasing pressure on major central banks to remove monetary stimulus. Inflation & rising interest rates will likely contribute to more volatile & constrained investment returns this year. The long-term downtrend in inflation and interest rates since the early 1980s is...
Key Points: 2021 saw strong investment returns with low volatility. 2022 is likely to see more constrained returns with increased volatility. Watch: coronavirus and vaccines; inflation; the US midterm elections; China issues; Russian tensions with Ukraine and the west; & the Australian election. To read the...
Key Points: After a 22% rise in Australian home prices this year, they are expected to slow to 5% growth in 2022 with prices likely to fall 5-10% in 2023. The main drivers behind the slowdown are: worsening affordability; rising supply; rising rates; macro prudential...
Key Points: Likely key longer-term implications flowing from the coronavirus pandemic are: bigger government; increased money supply and excess saving; increased geopolitical tensions; reduced globalisation; a faster embrace of technology; a greater focus on lifestyle; and a potential post-pandemic boom. The biggest risk is of...
Key Points: Compound interest is an investor’s best friend. The higher the return, the greater the investment contribution and the longer the period the more it works. To make the most of it, ensure an adequate exposure to growth assets, contribute early and often to...
Compared to the first half of the year, the heat certainly came out of the market in the September quarter. Though global share markets managed to achieve positive returns overall, there was a notable softening from the double-digit levels we saw up until June; and...
Key Points: The march of central banks towards removing monetary stimulus is continuing with the RBA bringing forward its guidance regarding the first rate hike and the Fed set to commence tapering. We expect both to start raising rates later next year. The shift towards...
Key Points: It’s normal for bond yields to rise in economic recoveries but it’s looking increasingly likely that the nearly 40-year super cycle decline in bond yields is over. This will remove a key tailwind for investment returns over the decade ahead but as we...
Key Points: There are increasing signs that science and medicine are getting the upper hand against coronavirus: new global cases are in decline; vaccines are working; half the global population and 73% of Australians have had at least one vaccine dose; and there are more...
Key Points: It’s still too early to say that the pull back in share markets is over. Some of the worries around US fiscal policy and politics, China, global supply constraints and central banks likely have further to run and could see the correction go...
