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Insights

Australian Economy

Insights and commentary on the trends shaping Australia’s economy.

Volatility = premium returns
28 September 2022/Market Update

Shares sliding again – what’s driving it and is there any light at the end of the tunnel?

Share markets are back under pressure. Here’s what’s driving it and whether there’s light at the end of the tunnel.
2022 macro investment outlook
22 January 2022/Market Update

Macro investment update – January 2022

2021 delivered strong returns but 2022 is likely more volatile. Here’s what to watch and what to expect.
Correction time? Shares get the wobblies
22 September 2021/Market Update

Correction time? Shares get the wobblies – seven things investors need to keep in mind.

Share markets have hit the wobbles on growth concerns, central bank tapering and Evergrande fears. Seven things investors should keep in mind.
April 2021 Market Update
21 April 2021/Market Update

SFP market update and commentary – April 2021 – your questions answered

Your key investment questions answered — from the global recovery and vaccines to inflation, rates and Bitcoin.
7 key charts for investors to watch in 2021
2 February 2021/Market Update

Seven key charts for investors to watch regarding the global economy and investment markets this year

Shares face short-term correction risk but should deliver solid returns this year. Seven key charts to guide investors.
2021 road to recovery
19 December 2020/Market Update

Review of 2020 and the 2021 road to recovery

2020 was dominated by the pandemic but shares held up. Here’s the outlook for 2021 as vaccines and stimulus drive recovery.
8 key learnings from 2020
21 October 2020/Market Update

8 key learnings from 2020

Mainstream and financial media keep presenting us daily with the ever-present worry list surrounding investment markets that relates to economic activity, profits, interest rates, politics, etc. Or by the perennial…
COVID-19 and the Australian economy
14 October 2020/Market Update

The long-term impacts of COVID-19 on the Australian economy

As Australia continues to weather the COVID storm, it’s easy to only focus on the present.
4 August 2020/Market Update

August Economic Update 2020

We look at a few statistics on what has happened with the economy so far and insights into what’s to come.
2019-20 Investment market reflections
13 July 2020/Market Update

2019-20 saw poor returns

2019-20 saw small losses for diversified investors as coronavirus hit, but it could have been much worse. Here’s what investors learned.
Australia the lucky country
12 May 2020/Financial Advice

The lucky country…

Three reasons why Australia is better placed than most countries to come through this period of global economic misery.
How deep will Australia’s recession be?
21 April 2020/Market Update

How deep will Australia’s recession be…

How deep will Australia’s recession be, and what does it mean for you?