Economy

Stay up to date with insights into the global and local Australian economy.

General Econonic Outlook

A list of lists regarding the macro investment outlook for 2024

A list of lists regarding the macro investment outlook for 2024

(Reading time: 7 - 13 minutes)

Key points

  • 2023 turned out to be a strong year for investors with shares and bonds rallying on the back of falling inflation, the anticipation of interest rate cuts in 2024 and better than feared economic growth. There were bumps along the way, but balanced super funds returned around 9.5%.
2023 the year in review and a look at 2024

2023 the year in review

(Reading time: 7 - 13 minutes)

Key points

    • 2023 was a year of extreme volatility and uncertainty. Central banks around the world confirmed a commitment to higher interest rates due to inflation concerns.
Recession & volatile world markets

Volatile world markets

(Reading time: 2 - 4 minutes)

Feeling a bit seasick from the volatility of the world’s financial markets?

Five charts on investing to keep in mind in rough times like these

Five charts on investing to keep in mind in rough times like these

(Reading time: 5 - 9 minutes)

Key points

  • Successful investing can be really difficult in times like the present with immense uncertainty around the impact of coronavirus on the outlook.
Market Insights - 2022 review & 2023 outlook

Market Insights - 2022 review & 2023 outlook

(Reading time: 7 - 13 minutes)

Key points

  • 2022 was dominated by high inflation, rising interest rates, war in Ukraine & recession fears. This hit bonds & shares hard, driving reductions in the prices for growth accounts, offering rare buying opportunities for dollar cost averaging strategies. Income returns from diversified growth portfolios remain solid and above average.
Volatility = premium returns

Shares sliding again – what’s driving it and is there any light at the end of the tunnel?

(Reading time: 5 - 10 minutes)

Key points

  • Share markets remain under pressure from high inflation, rising rates & bond yields and the rising risk of recession and the threat that poses to company profits.
Investment Outlook Q&A - February 2022

Investment Outlook Q&A - February 2022

(Reading time: 7 - 14 minutes)

Key points

  • Inflation will likely slow later this year but remain well above pre-pandemic levels over the medium term.
2022 the macro investment outlook

Macro Investment Update - January 2022

(Reading time: 6 - 12 minutes)

Key points