Finding value in Australian markets

Scott Haslem

The past month has delivered little resolution to the key questions plaguing investors as the cycle matures. Can strong global growth be sustained beyond this year, and inflation and wage pressures stay benign, allowing risk markets to grind ever higher? Alternatively, will tightening jobs markets foster an unexpected lift in... Show More

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Looking to alternatives in a rising rate environment

Scott Haslem

Recent weeks have seen global growth continue to push ahead in a robust and synchronised fashion. Similarly, and much as hoped, wage and inflation data have stepped back from their early-year acceleration, supporting our call that rising inflation pressures should come through only gradually. But in the words of Lord... Show More

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