Economic Overview Q3 2024 saw decent gains across all asset classes, with fixed interest relatively strong as rate cuts helped to drive up bond prices. Global stocks saw smaller gains with the strengthening Australian dollar again proving a headwind for unhedged investors. After months, even years, of speculation about rate cuts in the US, the […]
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 […]