recession

PIMCO portfolio manager Adam Bowe shares his market calls into 2023.

In the context of the bond market signalling a US recession in late 2023/early 2024 - where CCI has been forecasting a recession since earlier this year - we have...

For professional and wholesale investors only. In our final part of the series, Is private debt ready for recession? Portfolio Manager, Steve Sutinen and I examine...

Investors need to face up to the reality that a global recession is likely next year, which will crush corporate earnings and substantially increase default rates...

History never repeats but it often rhymes. Markets are rallying at the moment but there is pain to come. The data suggests March 2023 could be a turning point for...

Bond Yields vs the PMI: As alluded to in the section on treasuries in our latest report, one impact of a weakening growth outlook would be relief for bonds (our...

There’s a hidden side to the property market previously only available to institutions, wholesale investors and banks. Finally, retail investors have started to gain...

Since Apple released its iPhone in June 2007, its share price has soared more than 3100%. So how can you identify the next great compounder?

The story of 2022 so far has been of central banks pushing interest rates ever-upwards with the hope of curtailing inflation. Over the course of the last few...

Shane Oliver believes that during the year to come Australia will likely avoid a recession (see, for example, Seven reasons why Australia should avoid a recession, 9...

Commercial Real Estate Outlook: I just had a look at the latest Fed Loan Officer survey, and things are not looking good for what is a heavily credit-driven sector…...

According to Ashley Owen (“Recessions Are Usually Good for Sharemarkets,” Firstlinks, 12 October), “history shows that economic contractions have been mostly good for...

Soaring inflation, hefty interest rate rises, and worsening consumer sentiment have seen the possibility of a US recession become the greatest "will-they-won't-they"...

Recession, schmession. If there’s one on the cards, consumers are ignoring the gloom and continuing to spend up big. It’s all been wonderful news for retailers. And...

In short, yes, we believe it is a good time to invest in private markets. Sure, we are surrounded by economic and political uncertainty but is there ever a point in...

Bonds are back, and equity investors better start accepting it. That was the broad message from my recent chat with Rudi Filapek-Vandyck of FNArena. “Everyone in the...

For all the talk of recession and bond moves of late, you’d think we are in a backdrop of what is complete capitulation. Yet on our recent London/ Europe trip we...

US stocks probably have some way to fall before bottoming out, and cash is a decent place to hide right now: these are a couple of the key takeaways from my recent...

This is a critical time for investors and policymakers alike. Geopolitical tensions, elevated market volatility, and the fastest pace of central bank tightening in...

"We are seeing volume declines in every segment around the world" FedEx CEOIn September 2022, the FedEx (FDX) share price tumbled 30% when the company reported a...