The likelihood of an oil shock and rate hikes triggering a global recession has increased and is now “reasonably large”, according to Robeco....

Unemployment is forecast to reach 3.75% in the September quarter of 2022, the lowest since 1974, with the Government signalling rising wages as the ticket out of inflatio...

Central banks are on a path to normalisation with the cash rate expected to be at 3.4% in two to three years, according to BMIS....

About three quarters of Australian institutional investors intend to implement portfolio changes to mitigate against inflation in the next 12 months, compared with 61% of...

Morgan Stanley believes Australia is well placed to outperform most developed markets and is forecasting Australia’s gross domestic product to grow 4.5% this calendar yea...

Six months after closing its Australian equity overweight, T. Rowe Price remains neutral on the asset class as it believes earnings forecasts remain elevated....

The geopolitical tensions has set Australian resources companies to benefit from elevated commodity prices and higher prices will equate to stronger company earnings....

Given the high starting rates, the impact of the Russian/Ukraine war on inflation is being underestimated, according to MFS, and it may be wise for investors to avoid ‘bu...

The “big picture context” of low fixed income yields and persistent global equities performance can be viewed through three themes, including living with inflation, cutti...

Diversified income portfolios offer an alternative to traditional term deposits, and complement listed shares and property trusts during periods of low interest rates and...

While certain areas of emerging markets have brightening prospects, the threat of problems and regulatory uncertainty in China meant it is still worth being wary of the m...

The 2021 ‘Evergreen Consultants Long Term Expected Returns Framework’ report expects inflation to reset moderately higher at 2.25% over the medium to longer term while Au...

Platinum has increased its cash weighting on its International fund to 34% as it is fearful of an impending market correction. ...

Resources still have a “bright future” and could provide a hedge against inflation in an inflationary world but will be countered by the lower demand for coal, according ...