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22 April 2025
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With heightened uncertainty and the market near record highs, it's important to focus on companies that are largely insulated from unpredictable macroeconomic risks. CSL and Corporate Travel Management fit the bill.
Australia's economy is in good shape after the extraordinary shift in global markets over the past 12 months, but here are nine macro and geopolitical factors for investors to check in a rapidly-changing world.
In volatile markets, asset allocation should consider scenarios based on differing likelihoods. There are always a number of low probability, extreme outcomes so don't assume the central case is the only possibility.
The end of the year is approaching fast, when investors consider rebalancing their portfolios. What are the big themes in a market facing the threat of inflation and rising rates for the first time in many years?
Many professional investors thought that environmental, social and governance trends would take a step back in the pandemic, but the opposite occurred. It highlighted factors with a material impact on financial results.
A summary of 10 investing themes for 2021 including early-cycle opportunities, populism, digital transformation and supply chains, plus the outlook for equities, fixed interest and alternatives.
With signs that the economic recession will not be as deep as first feared, many companies will emerge strongly with robust business models. Here are the sectors with the best opportunities.
The key to investment success is identifying the winners from the structural growth tailwinds, regardless of the macro-environment. Here are examples of likely winners and strugglers.
Too many investors focus on macro trends, when what really matters is catching a company in the right part of its S-curve, when its earnings and products are about to take off.
Dr John Hewson sees a strong potential for a US recession in 2020. Forecasting markets can be a graveyard, but global growth of the last decade has been paid for by borrowings and QE. When is payback time?
Many experts are warning that over the past 60 years, the yield curve has inverted in advance of every recession, but will a yield curve inversion have a different result this time?
Too many variables affect the market and economies, and most are unforeseeable or overly complex to understand. Instead of wasting time on such macro issues, it's better to focus on your investment edge.
The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.
With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.
With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.
The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now?