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Global asset portfolios to deliver 5% a year: BCA

New research from BCA Consulting predicts Australian equities will outperform global equities over the next 10 to 15 years.

Nicki Bourlioufas | 13th Jul 2022 | More
RBA lifts interest rates 50 basis points to 1.35%

The Reserve Bank of Australia (RBA) increased interest rates on Tuesday by another 50 basis points, bringing the cash rate to 1.35 per cent as it attempts to rein in soaring inflation.

Lachlan Buur-Jensen | 6th Jul 2022 | More
  • Is Australia poised to outperform the US economy?

    Australia has thus far remained relatively immune from the inflation challenge occurring around the world, but the 5.1 per cent CPI result in May was met with significant concern from the central bank. While the majority was explicable, being rolling impacts on energy, education and property costs from the pandemic, the Reserve Bank has responded in the same way as most of its global counterparts.

    Drew Meredith | 1st Jul 2022 | More
    The ten themes that matter most as markets fall

    In these uncertain times, global asset manager Capital Group believes its important for advisers to step back and consider the long-term trends that are driving companies and markets. The team recently put together the ten most important themes for investors to consider in the year ahead.

    Ishan Dan | 17th Jun 2022 | More
  • The rate hike was bigger than expected, what next?

    A 50bps interest rate hike by the RBA wasn’t what anyone was expecting. It takes the cash rate to 85bps – well ahead of most economists’ expectations. What are the knock-on effects?

    Ishan Dan | 9th Jun 2022 | More
    Investment opportunities from the RBA’s surprise hike

    Whilst it is clear that leaving interest rates at an ’emergency’ level isn’t appropriate, it is difficult to believe that the Australian cash rate will be above 3 per cent, as the market predicts, in 2023. A 50-basis point increase in mortgage rates that are in many cases below 2 per cent will hit people and businesses, but most likely property prices, hard. 

    Drew Meredith | 9th Jun 2022 | More
    Welcome back, Shanghai!

    Shanghai re-opened on Friday, as it tries to return to business after being in lockdown for two months. The city’s 25 million residents will be celebrating as restrictions are lifted allowing free movement, return to work and a sense of normality as officials claim to have the virus under control. Residents have grown extremely frustrated…

    Ishan Dan | 3rd Jun 2022 | More
    The race is on to develop the world’s first nuclear fusion reactor

    Thanks to the rapid uptake in ‘green’ ESG funds by the wholesale and retail investment community, growth in clean and renewable energy is starting to bend the emissions curve. Yes, progress is being made; but nowhere near the required rate to prevent global temperatures from rising past a safe limit of 1.5 degrees Celsius. Far…

    Ishan Dan | 1st Jun 2022 | More
    Why are markets rallying?

    The month of May was a volatile one around the world, but ultimately the US markets finished flat and the S&P/ASX200 only slightly lower. This despite one of the most challenging economic backdrops in multiple years and the growing threat of higher interest rates around the world. So, why are markets seemingly rallying? One of…

    Drew Meredith | 1st Jun 2022 | More
  • ‘We’re so fragile’: more gloom from permabears

    Jeremy Grantham’s “wild rumpus” appears to have well and truly begun. But it might only be the beginning of a gloomy period for markets. Jeremy Grantham, chief investment strategist of GMO and part-time prophet of doom, has been unusually quiet of late. One would expect the severe market dislocation we’ve been experiencing since the start…

    Lachlan Maddock | 27th May 2022 | More
    What the Federal Election result means for the economy

    The Federal Election may well be remembered as one of the most important and unexpected in history. Whilst many had expected a shift away from the traditional parties, few predicted that as many as one in three voters wouldn’t vote for them at all. The popularity of the major parties is both well into the…

    Drew Meredith | 25th May 2022 | More
    Oil price and inflation link is “intuitive, appealing and wrong”

    Leading global macro and geopolitical research house BCA has delivered another consensus challenging research piece this week. Writing in a paper titled ‘Solved: The Mystery of the Oil Price and Inflation Expectations’ challenges the current nature and ballooning expectations of inflation. Drawing on the work of Nobel prize winner Daniel Kahneman, the paper highlights the…

    Drew Meredith | 20th May 2022 | More