Summary of the economic scenarios to be discussed at the Portfolio Construction Forum August 2023
A range of ethically managed diversified managed accounts
On our Podcast we regularly discuss and share information regarding current market conditions, investment solutions and industry trends.
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This week we used a couple of AI programs to produce an AI generated market summary, and then added our own commentary below for comparison.
It may be drawing a long bow but it now seems plausible that, just below the surface, AI inspired optimism has helped markets remain surprising resilient throughout this year, particularly when facing the US regional banking crisis that started in mid-March and more recently the polemic surrounding the US Debt Ceiling.
All that mattered in markets last week was AI, at not just who is going to make money in this space but who already is...
Investor explainer on leading sustainable Australian company Brambles
Investor brochure
In light of Tuesday's US CPI print, and the subsequent market reaction, we dive into why the market was so upset about a 0.1% increase in prices, and what this means from the perspective of an Australian investor.