Economic Overview Q2 2024 was a more subdued quarter than some seen recently, with flat to negative returns in many asset classes. Global markets saw small gains with artificial intelligence again providing a strong lead, although a strengthening Australian dollar clipped returns for unhedged investors. As has become the norm, interest around the timing of […]
Economic Overview Q1 2024 was another positive quarter from both an economic and investment perspective. Global markets notched strong gains led by the enthusiasm for all things artificial intelligence, while the important US economy continued to prove resilient. The expectations for rate cuts have also continued to play a role in underpinning market performance, but […]
Economic Overview Q4 was a very positive end to the year, and despite the gloomy outlook many had for 2023 it was a fruitful one for investors who maintained a bias towards growth in their portfolios. Inflation continued to moderate in the US, while economic growth held up, continuing to defy any recession forecasts. Despite […]
Economic Overview In Q3, global economic data was mixed. There were positives from the world’s largest economy, depending on how you view positive economic data! In this case, the ongoing resilience shown by the US was combined with another bout of energy inflation, leading to concerns inflation may take longer to move back into the […]
From 21 to 23 August 2023, we held our annual conference in Melbourne at the Legends room at the MCG, which made for an amazing backdrop throughout the conference. Attendees were welcomed on the first morning by FYG Managing Director Peter Mancell who did the usual conference housekeeping, before turning over to Jesse Vermiglio of […]