recession

Higher interest rates are precipitating a default cycle, claiming the tech/crypto-centric Silvergate and Silicon Valley banks in recent days

AMP's Diana Mousina discusses the world of economics and why confidence is key to getting ahead.

I share my thoughts on where we are headed regarding Australia’s 2023 rates outlook, slowing inflation, and the risk of a global recession.

The 24th Prime Minister of Australia and the 2023 bond market may not have a lot in common at first glance.

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...