Russia’s invasion has accelerated the schedule of central bank tightening. Markets are now pricing ten 0.25% rate rises by the United States Federal Reserve in 2022.
Large parts of the Chinese economy are in some form of lockdown. China’s central bank is lowering interest rates while the West is raising interest rates. Capital flows out of China are accelerating.
Inflation risks are on the upside, although interest rates are rising, they mightn't rise as high as expected.
Capital allocations to price setting business and real assets are an investor’s best protection from inflation.
2021 was another harrowing year. Many businesses continue operating on life support. As we commence 2022, the Omicron variant reminds us that a return to normality is impossible to predict.
Meanwhile, markets remain near all-time highs, although cracks are emerging. The growing and ignored elephant in the room remains government debt. We explore how this might be resolved, and what impact this may have on investors.
With markets beholden to interest rates, we answer the two biggest questions investors should be asking. How long will interest rates remain low, and what are the consequences of low rates.
This quarterly update is a seven-minute overview of the economic landscape and how we think about investing in a low rate environment.
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This Quarterly edition from Snowgum Financial Services provides you with an eight minute summary of matters to do with the economy, investing and markets.
Our quarter one economic and investment update does the silliest thing in finance... makes predictions about the future of certain industry. A light read touching on a variety of topics and hopefully making you excited to be an investor.
Our quarterly snapshot of key economic, investment and sector themes. Three stock to watch and a BREXIT special update. We also look at two of Snowgum's latest policy submissions.
We cover off on key market metrics and explore some of the major risks facing Australian Investors.
Economic wrap up from 2015 and a look ahead at investment markets in 2016.
