economic growth

Latest news and analysis on economic growth

Macro

Code, build and repeat

Stock market returns of more than 20% are common around the world this year.
Chris Iggo
BNP Paribas Asset Management
Private Markets

Fuel the future, not the cycle

Not all credit leads to the creation of value by the borrower. While lending is often seen as an engine of economic activity, the purpose behind a loan matters more...
Joe Millward
Epsilon Direct Lending
Macro

The RBA trims the neutral policy rate and lowers potential output, productivity growth, & the NAIRU

The RBA has marked down potential growth on slower productivity growth, while trimming the neutral policy rate and lowering the NAIRU.
Kieran Davies
Coolabah Capital
Equities

What the bookies are telling us about the election and the key risk it poses for your portfolio

An odds-on minority government could mean growth risks but opportunities still abound.
PPC
Tom Stelzer
Livewire Markets
Education

Fisher Investments Australia reviews why GDP doesn’t drive the stock market

A common misperception Fisher Investments Australia sees: that GDP growth correlates with stock market performance
Fisher Investments®
Investment Theme

Fisher Investments Australia reviews Japan’s structural headwinds

Japan’s long-running structural headwinds have contributed to the country’s infamous “lost decades” of sluggish economic growth
Fisher Investments®
Macro

Harnessing India's growth

India’s economic growth is likely to be superior, relative to most major economies over the next 20 years.
Mugunthan Siva
India Avenue
Macro

UK claimant count change rose to 11.8k, Chinese industrial production grew 6.8% y/y

Weekly Update | 19th January, 2024
S32
SCG
+2
Hue Frame
Frame Funds Management
Macro

Australia left interest rates unchanged at 4.35%, US ISM services PMI soared to 52.7

Weekly Update | 8th December, 2023
SCG
Hue Frame
Frame Funds Management
Macro

When will bad news be bad news?

Recently good news has been bad news. Why is this, and are we about to enter into a new cycle where good news becomes good news again?
John Bilsel
Innova Asset Management
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