Economic response tothe Coronavirus Fact Sheets
Please find links to fact sheets that you may find useful during this time below.
Five charts on investing to keep in mind in rough times like these
Key points Successful investing can be really difficult in times like the present with immense uncertainty around the impact of coronavirus on the outlook. This makes it all the more important to stay focussed on the basic principles of successful investing. These five charts focus on critical aspects of investing that are insightful in times…
The increasing spread of Coronavirus: updated economic and investment market implications
Key pointsWhile reported new coronavirus cases in China have slowed, the pickup in cases outside China has led to a renewed sharp fall in share markets and bond yields. Our base case is that the outbreak will be contained allowing share markets and bond yields to rebound in the June quarter. However, the hit to…
Plunging bond yields & weak share markets – what does it mean for investors?
Key points Worries about the US trade wars and global growth are continuing to cause volatility in investment markets. While the risks have increased, we remain of the view that recession is unlikely. Share markets may still fall further on trade war fears and this may even be necessary to remind both sides of the…
2019: a list of lists regarding the macro investment outlook
Key points: Despite continued volatility, 2019 is likely to be better for diversified investors than 2018 was. Recession is unlikely and so too is a long and deep bear market in shares. Watch the US trade war, the Fed, global business conditions indicators, Chinese growth, politics and the Sydney and Melbourne property markets. Introduction 2017 was a…