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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Turning points are always messy and if that is what we are experiencing last weeks data was typically noisy.
Last week markets continued in general to be on the back foot, particularly China, while global cyclicals remained strong.
In an in-depth exploration of global economic trends, we move past the mainstream consensus to unearth distinct and divergent viewpoints, with a keen focus on recent economic indicators from powerhouses like the US and China. As the Portfolio Strategies Conference looms on the horizon, our objective remains to decipher and anticipate these fluctuations and shifts. We're positioned at the cusp of an era characterized by not only unparalleled market volatility but also rapidly evolving economic paradigms. This assessment seeks to provide a comprehensive understanding of these changes and their potential implications for investors and strategists alike.
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.