Peter Wilmshurst

US companies had a strong run in earnings and revenue growth during 2018, with numbers largely surprising on the upside. A run like that looks unlikely in 2019, as the benefits of substantial fiscal stimulus from US tax cuts and greater public spending wane. US companies are already signalling that... Show More

Craig James

For the past 16 years we have produced “The Big Issues” report – a report that has sought to highlight the issues that are expected to influence the economy over the forthcoming 12 months. Show More

Livewire News

The global economy is now more than seven years into a durable but modest expansion. But what will happen when the cyclical tailwind that began last summer fades? And how will key policies in the world’s major economies pivot in response to both rising populist pressures and diminishing returns from... Show More

The International Monetary Fund has built a reputation as an unbiased forecaster. The IMF has a pretty optimistic outlook for the Australian budget for the next couple of years. They believe that the Australian budget deficit will decline from 2.7% of GDP in calendar 2016 to 2.2% of GDP in... Show More

In the third and final interview with Giselle Roux, CIO of Escala Partners, we explore which sectors are positioned to do well from the great rotation underway. On the financials, she says: “These are more interesting in that as interest rates rise, banks do better. That's simply because they borrow... Show More

Fidelity International

A re-evaluation of investment theses is underway across all asset classes, industry sectors and geographies. Investors must quickly adjust to rapid shifts in the investment landscape’s tectonic plates or risk losing ground. We remain structurally positive on technology stocks thanks to strong levels of innovation. While smartphone growth is fading... Show More

Alex Cowie

Rates have been soaring as the market braces for fiscal stimulus under a Trump Presidency. But with no clarity on timing, scale, and financing, the spike could look a little overdone. Looking for some thorough analysis on this, the report below came to us through our Contributor network as 'The... Show More