What Will A Second Term of Trump Look Like? Economics, Women in Finance Now that Trump is President again, how will it impact the global economy? We speak with AMP’s My Bui about the possible road ahead Read More
Inflation Could Surprise on the Upside Asset Owners, Economics, Fixed Income & Credit TelstraSuper’s fixed interest team had a stellar year last year, but they are keeping a close eye on the direction of inflation. There could potentially be some upside surprise ahead, causing volatility in markets, Zoran Josic says Read More
Geopolitics Impacts Future Fund Allocations Asset Allocation & Strategy, Asset Owners, Economics After decades of relative calm, geopolitical tensions have started to impact investment portfolios of institutional investors again. We speak with Craig Thorburn about how the Future Fund is adjusting its allocations to deal with these influences Read More
Geopolitics Is Back with A Vengeance Economics, Emerging Markets, Financial Crisis Geopolitics is back with a vengeance, when it comes to investing in global markets, according to General David Petraeus, a Partner with KKR and a former Director of the CIA Read More
Climate Change and the Economy Economics, ESG Climate scientists and investors could help each other in developing more granular models of the impact of climate change on specific areas. This is needed because the impact will be far greater than current economic models assume, Associate Professor Sarah Perkins-Kirkpatrick says. Read More
US Corporate Bonds And The Recession Economics, Fixed Income & Credit If the widely anticipated recession in the US will take place, then US investment grade corporate bonds could prove a good place to be, Capital Group’s Flavio Carpenzano says In 1990, Australia was faced with an environment of high interest rates as central banks sought to unwind the excesses and rapid asset price increases of […] Read More
Security is Key Driver, Not Economics Asset Owners, Economics, Women in Finance The world post COVID is driven by security rather than economic considerations, but this doesn’t mean we will head down the path of deglobalisation, AustralianSuper says Read More
Prepare for Shorter, Sharper Cycles Asset Owners, Economics Investors should prepare for shorter and more volatile economic cycles and take a true long-term approach, TCorp’s Chief Economist warns. Read More
Inflation Will Not Fall Rapidly Economics Former RBA Governor Ian Macfarlane warns for rates to remain high for longer than the market seems to price in at the moment. Read More
