Where to now in global equity markets? 

I include an interesting article about the five forces which are defining the global equity cycle by Scott Berg, from T Rowe Price Insight. Reprinted with permission. 

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View from 'down under'

The pause in the Reserve Bank of Australia’s (RBA’s) rate-hiking cycle was short-lived.
Having interrupted a string of 10 consecutive hikes at its April meeting to “assess the state of the economy and the outlook,” the RBA has just raised its cash rate by 25 basis points this week. The rate is now 4.10%, an 11-year high.

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Courage, We have been here before

This commentary from Capital Group is a reminder that we have been here before.

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What China’s opening means for markets

This commentary from VanEck about China's potential effect on investments in 2023

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Can we expect share markets to level out?

Can we expect share markets to level out?

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Investments

This commentary from Tom Dyson, investment director at Bonner Private Research, confirms the Fed’s aggressive approach but asks the question: ‘Could Jerome Powell be bluffing’.

Excerpt preprinted with permission of Bonner Private Research

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Why money is jumping ship to responsible and ethical investments

The Responsible Investment Benchmark Report Australia 2021 shows money is jumping ship to responsible and ethical investments.

The Australian responsible investment market continued to soar in popularity to $1.2 trillion in 2020, with responsible investment assets growing at 15 times the rate that overall Australian professionally managed investments have grown.

The report by Responsible Investment Association Australasia (RIAA) details industry data on the Australian responsible investment market over 12 months to 31 December 2020 and compares these results with the broader Australian financial market.

Reprinted with permission of RIAA - Responsible Investment Association Australasia

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INVESTMENTS and EVERGRANDE

To comprehend the scale of the collapse of Evergrande, the largest property and Real Estate group in China, you need to combine the failures of Fannie Mae, Freddie Mac and Lehman brothers in the GFC in 2008.

It’s not possible to assess the impact upon global financial markets at this stage but this commentary from Franklin Templeton provides an insight into the possible risks ahead.

Reprinted with permission of the Franklin Templeton Group

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Investments and Uncertainties

As you are aware, identifying long term trends is a key factor in successful investing. This overview from The Capital Group includes 10 predictions for long term investors and is a valuable insight to investment opportunities going forward.

Some of these sectors will already be familiar to you from our previous discussions.

Reprinted with permission of Capital Group

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The impact of COVID

The burden of lockdowns is affecting all of us and it appears likely that restrictions will continue for several more weeks. The impact upon the economy is still to be seen and the likelihood of a short technical recession is mentioned by David Bassanese, the chief economist of Betashares. The forecast for equity markets remains positive, however, with the upward trend continuing.

Source: BetaShares

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