Latest insights and updates
Falling global stocks
Japanese stocks posted their biggest percentage slide since 1987 to be at the epicentre of a global rout that magnified the blows from discouraging news on the US economy and disappointing earnings from big US technology stocks.
Consumers are struggling yet stocks soar to record highs
Consumer spending, which accounts for about 60 per cent of economic output, is under pressure due to steeper rents, rising health costs and soaring energy bills as well as higher mortgage repayments.
View more
Investment Webinar
For Professional Advisers Only
US and Australian reporting season update
Date: Thursday 19th September 2024
Time: 2:00pm – 2:45pm AEST
Capture important insights from the world’s largest economy, the US technology sector and our own Australian economic environment. As global and domestic markets anticipate a falling interest rate cycle over the next six months, Australian and global companies continue to navigate the overhang of stubborn inflation and a challenged consumer.
In this context, the upcoming Australian companies’ reporting season offers our investment team a valuable platform to engage with local company leadership. Through these interactions, we are able to gain critical insights into the adjustments undertaken by both consumers and businesses to navigate this economic climate.
Join us for our monthly live webinar with Atrium’s Chief Investment Officer, Tony Edwards, where we will delve into the following key areas:
- Implications of the Australian companies’ reporting season
- Prospects for interest rates, company earnings, and dividends
- Performance of the portfolio and its contributors
- Our outlook for Australian shares
Our webinar series continues to deliver timely and relevant information to financial advisers.
Find out more