Harris versus Trump – implications for investors and Australia

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Key points The US election has significant potential to impact markets. A Harris victory would mean more of the same, but a Trump victory could lead to uncertainty particularly around

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Financial stress among working Australians at ‘decade highs’

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Key insights 1 in 3 Australians feel financially secure, down from half during the pandemic 1 in 3 Australians have cancelled streaming subscriptions and gym memberships, with more Australians turning

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Shares around record highs as inflation slides, central banks cut rates and China stimulates – but what about the Israel/Iran conflict & other risks?

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Key points Recession risks, the escalating Israel conflict, the US election along with still stretched valuations mean a high risk of another share market correction and continued volatility. The expansion

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Gender norms continue to hamper progress on financial equality despite gains in pay, participation & Paris

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Key points Progress to gender equality stalled in the June quarter of 2024 with the FWX slipping by 0.2 points to 77.5 points out of a score of 100. A

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Why super and growth assets like shares really are long term investments

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Key points While growth assets like shares go through bouts of short-term underperformance versus bonds and cash, they provide superior long-term returns. So, it makes sense that superannuation has a

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Not another Eurozone crisis! The rise of the far right in Europe, the French election and implications for investors

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Key points The success of far-right political parties in EU parliamentary elections & the calling of an election in France have boosted uncertainty by risking a return to the Eurozone

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Progress to economic equality rebounds from worst year in a decade amid spike in rising gender based-violence

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Progress to economic equality in Australia rebounded in the March quarter following the worst annual setback in a decade but has been accompanied by a sudden increase in gender-based violence.

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The art of happiness – economics and the “hedonic treadmill”  

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Key points Despite a big rise in GDP per person, surveyed measures of happiness have been flat to falling in the US and Australia. Younger people in the US, Canada,

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Falling inflation – what does it mean for investors?

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Key points Inflation is in retreat thanks to improved supply and cooling demand. A further fall is likely this year. Australian inflation remains relatively high – but this mainly reflects

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Five constraints on medium term investment returns

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Key points Five megatrends suggest higher medium-term inflation pressures & lower economic growth than pre-pandemic. These are: a move away from economic rationalist policies; the reversal of globalisation; rising geopolitical

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