(Reading time: 6 - 11 minutes)
Key points
- Share markets have hit the wobbles lately on the back of a long worry list ranging from growth concerns, central bank tapering, the US debt ceiling and fears of about China Evergrande’s problems.
Economy
General Econonic Outlook
(Reading time: 6 - 12 minutes)
Is the global economic recovery on track?
Yes. We anticipate global growth around 5.5% this year on the back of reopening sustained by vaccines, fiscal stimulus, easy money and pent-up demand as evident in double digit household saving rates. Global business conditions are strong.
(Reading time: 5 - 9 minutes)
Key points
- Shares are at risk of a short-term correction or consolidation, but investment markets should provide solid returns this year on the back of continuing economic recovery and low interest rates.
(Reading time: 6 - 11 minutes)
Key points
- 2020 was dominated by the coronavirus pandemic but shares saw okay returns on the back of policy stimulus and vaccine optimism – resulting in constrained but positive returns for balanced growth super funds.
(Reading time: 2 - 3 minutes)
As Australia continues to weather the COVID storm, it’s easy to only focus on the present.
(Reading time: 1 minute)
We look at a few statistics on what has happened with the economy so far and insights into what's to come.
(Reading time: 6 - 11 minutes)
but it could have been much worse...
Key points
- 2019-20 saw a rough ride for investors as coronavirus hit resulting in small losses for well diversified investors.
(Reading time: 5 - 10 minutes)