The Backdrop Remains Supportive for Growth, but also for Volatility   A […]

Impact of Donald Trump’s Re-Election on US and Australian Investment Markets: Opportunities […]

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.

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.

We discuss the recent market volatility and the drivers behind it. How we are positioning portfolios for the current environment.

Investors are always pondering the likelihood that central banks will alter their cash rates, based on prevailing readings on economic growth, employment and inflation.

In our May 2024 Video, Senior Portfolio Manager – Co-head of Multi Asset, Glen Foster and Head of Client Investment Solutions, David Dix, discuss the outlook on inflation and interest rates.

In the decade or so after the fall of the Berlin Wall in 1989, gold hovered between US$255 and US$410 an ounce, well down on its peak in 1980 of around US$6901. Gold fell for two reasons over the 1990s.

In our January 2024 Market Update Video, Senior Portfolio Manager Brendan Paul and Head of Client Investment Solutions David Dix discuss what drove the solid returns late in 2023 and how investment markets are shaping up in 2024.

Senior Portfolio Manager Brendan Paul and Head of Client Investment Solutions David Dix discuss navigating geopolitical tensions, inflationary pressures, an impending slowdown and portfolio positioning for volatile times.

In this edition of Livewire’s Expert Insights, Brendan Paul discusses how we expect the next decade of investing to look different to the past.

As investment managers, whether it’s buying a listed company, a bond or […]