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Market Wraps
global outlook
Latest news and analysis on global outlook
Asset Allocation
November 28, 2025 06:00
AI will drive more opportunities in stocks in 2026, says T. Rowe Price's market outlook
T. Rowe's global leaders on growth, stocks, fixed income and private markets and how they're positioning in 2026.
Tom Stelzer
Livewire Markets
November 28, 2025 06:00
Macro
July 30, 2025 10:11
Tariffs, tensions and turning points: Lazard's stark mid-year global outlook
Structural shifts in trade, immigration and fiscal policy could reshape markets.
Ronald Temple
Lazard Asset Management
July 30, 2025 10:11
Macro
December 02, 2024 18:17
You never get hit by the bus you’re watching
Whatever you think Trump's actions over the next 4 years will deliver in capital markets, you're probably wrong.
Sebastian Ferrando
Koda Capital
December 02, 2024 18:17
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Macro
January 10, 2024 12:00
7 themes for the global outlook in 2024
The outlook for 2024 stands in stark contrast to the year we have just had.
Ronald Temple
Lazard Asset Management
January 10, 2024 12:00
Equities
July 31, 2023 09:42
The Concentration Conundrum
Outperformance of megacap highfliers doesn't stand up to historical scrutiny as value stocks trade at 30% discount to long-term average PE
John Goetz
Pzena Investment Management
July 31, 2023 09:42
Macro
November 30, 2021 08:24
2022 Global outlook - Omicron update
Nineteen months since the end of the COVID-19 recession, Morgan Stanley's Nathan Lim believes we are currently well into the middle of the current economic cycle. In...
Nathan Lim
Lonsec Holdings
November 30, 2021 08:24
Equities
July 19, 2021 17:00
The opportunities in global markets for highly selective investors
The reopening trade in the short-term and accelerated structural trends in the long-term are presenting compelling opportunities in global markets. However, we believe...
WGB
Wam Global Ltd
ASX:WGB
Followed by
104
people
WGB
Wam Global Ltd
ASX:WGB
Followed by
104
people
Catriona Burns
Wilson Asset Management
July 19, 2021 17:00
Macro
June 02, 2020 17:14
COVID-19 recovery: What’s driving your scepticism?
Consider a crowded street fair, commonplace to so many of us just 6 months ago. Today, does the thought of visiting the food stalls and shops fill you with fear and...
Seema Shah
Principal Asset Management
June 02, 2020 17:14
Macro
May 07, 2020 18:04
Stick to fundamentals, and there will be light at the end of the tunnel
The economic fallout from COVID-19 is different from other financial crises for a number of reasons. It is health rather than financial-market based, and it has...
Mark Arnold
Hyperion Asset Management
May 07, 2020 18:04
February 02, 2016 11:49
New Year gift to the global economy from China?
Saxo Capital Markets Australia
Multi-asset trading platform
February 02, 2016 11:49
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Reporting Season
BHP CFO Vandita Pant on dividends, copper growth, and the next 18
months
Anna Dadic,
Livewire Markets
Reporting Season
"An awesome result": CEO Andrew Alcock on HUB24’s record $18.9bn
inflows
Keith Ford,
Livewire Markets
Buy Hold Sell
Buy Hold Sell: 5 giant ETFs rated (VAS, QUAL, NDQ plus
more)
Anna Dadic,
Livewire Markets
Reporting Season
Breville fell 6%, but Airlie sees a much bigger opportunity brewing
Vishal Teckchandani,
Livewire Markets
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