economic growth

Shane Oliver

For years now, many have told us that Australia is heading for an imminent recession. By contrast official forecasts have long been looking for several years of above trend growth. In the event neither has happened and we don’t see them happening anytime soon. Against this backdrop there are five... Show More

Chris Rands

The narrative we see at the moment is for a US-led, global recovery. However, the U.S. economy is at 2% inflation and 2% growth. Both times we had these conditions in recent years, growth fell away very quickly. Here we look at a major headwind that could see this pattern... Show More

Andrew Macken

The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. There is a significant change in demographics that is currently taking place in many regions of the world. The world is aging. Whether in the United States, Australia, Western Europe, China... Show More

Mugunthan Siva

Last week, Apple CEO Tim Cook told analysts that “India is moving fast. They are moving at a speed that I have not seen in any other country in the world.” Despite this and many other positive endorsements, investors often procrastinate and identify reasons not to invest in India’s growth.... Show More

CommSec

NSW has held on to the position as the best performing economy, supported by strong construction activity. VIC remains solidly in second spot, with the ACT close behind. There’s a wide gap between the leaders & the rest of the states & territories Get the insights at https://www.commsec.com.au/stateofstates Show More

Investors Mutual

IML have been cautious about economic growth for many years for a variety of reasons, and in general terms, nothing has happened to make us more optimistic. Hugh Giddy, IML’s Head of Research and Senior Portfolio Manager, reflects on the current state of global growth & indebtedness in the years... Show More

Livewire News

The best way to look at this is to assess market valuation, economic growth and inflation pressures, monetary conditions and investor sentiment. 1) Share market valuations are mostly okay. Sure, measured in isolation against their own history shares are no longer dirt cheap. In fact, forward price to earnings multiples... Show More