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4 key challenges will define 2024, with room for some optimism: AMP

The financial services giant’s top economists look at the risks that dominated markets this year and how they’re likely to evolve in 2024, warning that the new year could be a “rougher and more constrained ride” compared with 2023.

Lisa Uhlman | 20th Dec 2023 | More
Stubborn inflation prompting Aussies to move goalposts on retirement

A recent global retirement survey by investment manager MFS shows nearly 60 per cent of Australians are rethinking how they’ll retire because of inflation worries – a bigger hit to retirement confidence than any other recent economic shock, including the COVID-19 pandemic.

Staff Writer | 29th Nov 2023 | More
  • Gap between rich and poor widens as wealth hits record high

    While Australian household wealth is hitting new records, research shows much of it is held by just a few people, with the richest 5 per cent of Australians seeing their assets grow in value by 86 per cent over the last 20 years.

    Nicki Bourlioufas | 4th Oct 2023 | More
    Have interest rates peaked? As consumer spending weakens, economists think so

    Australian consumers are showing real signs the largest and longest rate hiking cycle in 30 years is starting to bite. It might be the proof the RBA needs to see that its fight against inflation is working, adding further weight to the theory that rate rises are behind us.

    Nicki Bourlioufas | 13th Sep 2023 | More
  • Three themes to prepare investors for the new economic regime

    Investors will need to adjust to a new context of greater volatility to get on the “right side” of new opportunities, BlackRock strategists said, with higher interest rates and inflation likely to stick around and “mega-forces” driving market performance.

    Lisa Uhlman | 6th Sep 2023 | More
    Whopper sport deals, trophy assets and the ‘dean of valuation’

    NYU finance professor Aswath Damodaran recently looked at the apparent disconnect between blockbuster sport franchise prices and earnings fundamentals, in an examination of how assets reach “trophy” status and what it means for determining their value.

    Lisa Uhlman | 30th Aug 2023 | More
    Australia must ‘seize the moment’ through economic reform or fall behind: BCA

    In a sweeping report recommending a seismic economic overhaul, the Business Council of Australia said global shifts mean Australia must adapt – and act effectively on decarbonisation, deglobalisation and other challenges – or risk losing its place on the global stage.

    Lisa Uhlman | 23rd Aug 2023 | More
    Recession still avoidable, but quick rebound unlikely: AMP’s Oliver

    The chief economist says rapidly falling inflation, high savings levels and a lack of excess are among the reasons this pivotal moment could pass without the major downturn that many have long dreaded. But AMP still puts recession odds at 50/50, and rate cuts will likely need to precede any growth rebound.

    Lisa Uhlman | 16th Aug 2023 | More
    In final House grilling, RBA’s Lowe urges vigilance on inflation

    Governor Philip Lowe acknowledged some missteps in the central bank’s strategy on inflation during his tenure and said while the inflation target is now in view, further rate hikes may still be necessary to complete the bank’s important task.

    Lisa Uhlman | 11th Aug 2023 | More
  • Amid a ‘sea change’, it’s about to be credit’s moment: Howard Marks

    The legendary investor says we’re in the midst of the third major shift he’s seen in his 50-year career, as a decades-long low-interest-rate environment shifts to something most investors have not yet experienced. It’s a new world in which credit investors – and especially bargain hunters – should thrive.

    Lisa Uhlman | 28th Jul 2023 | More
    Central banks staying ‘on the front foot’ despite falling inflation

    The steepest rate-hiking program in history has largely done its job, but softening inflation may not translate to an immediate pivot on official rates as cautious central banks seek a comfortable buffer, says Neuberger Berman.

    Staff Writer | 26th Jul 2023 | More
    ‘Deep’ recession still coming, despite signs of resilience: Deloitte

    Signs of rising economic optimism in Australia don’t change the narrative on the risk of recession, and chances remain very high for a deep downturn in Australia, according to a new report.

    Lisa Uhlman | 21st Jul 2023 | More
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