The good news in the plunge in markets – higher medium term return potential (assuming inflation is tamed)

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Key points The fall in bond and share values and rise in their investment yields on the back of higher inflation has seen our medium term (5 to 10 year)

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27 Jul 2022

Weekly economic and market update – week ending 15 July, 2022

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Investment markets and key developments Share markets mostly fell over the last week on fears that still rising inflation will trigger faster rate hikes and recession. While US and European

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18 Jul 2022

Inflation in the 70s – baby boomer fantasy or nightmare? Why central banks must focus on getting inflation back down

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Key points The high inflation of the 1970s was bad for economies and bad for investment returns. The long-term downtrend in inflation and interest rates is likely over removing a

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14 Jul 2022

Weekly economic and market update – week ending 8 July, 2022

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Investment markets and key developments Share markets mostly rose over the last week on hopes that central banks will be able to tame inflation without causing a recession. However, it

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11 Jul 2022

2021-22 saw poor investment returns – the bad news and the good

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Key points 2021-22 was a rough year for investors as high inflation, rising interest rates and recession fears impacted. Shares could still fall further as interest rates continue to rise

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07 Jul 2022

Weekly economic and market update – week ending 1 July, 2022

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Investment markets and key developments Recession fears dominated over the last week pushing US, European and Japanese shares down, although Chinese shares (having already had a 35% bear market) rose.

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04 Jul 2022

Australia’s Achilles’ heel – high household debt and rising interest rates…it’s not as bad as it looks, but it’s still an issue

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Key points Australian household debt has risen dramatically since the 1980s and is high compared to other countries. The rise is not as bad as it looks because it’s been

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29 Jun 2022

Weekly economic and market update – week ending 24 June, 2022

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Investment markets and key developments Share markets managed to stabilise and, in most major markets, bounce from oversold levels over the last week as there were no new hawkish surprises

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27 Jun 2022

The plunge in shares and flow on to super – key things for investors to keep in mind during times of investment market turmoil

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Key points Share markets have fallen sharply in recent weeks continuing the plunge that started early this year due to worries about inflation, monetary tightening, recession & geopolitical issues including

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21 Jun 2022

Weekly economic and market update – week ending 17 June, 2022

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Investment markets and key developments Share markets tumbled again over the last week as markets moved to anticipate even more aggressive rate hikes from central banks after the release of

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20 Jun 2022