Seven lasting impacts from the COVID pandemic

Seven lasting impacts from the COVID pandemic Key points – Seven key lasting impacts from the Coronavirus pandemic are: “bigger” government; tighter labour markets; reduced globalisation and increased geopolitical tensions; higher inflation; worse housing affordability; working from home; and a faster embrace of technology. – On balance these make for a more fragmented and volatile world for investment returns. But it’s not all negative. Full Details here:-  Download PDF version

INSIGHTS: March 2024 Market update

March 2024 Market update Summary Global share markets rose over February and were notably strong in Asia as Chinese markets bounced sharply from very oversold conditions, and the US technology sector led by Nvidia and the AI boom. Most bond, credit and real asset markets were flat to down, consistent with rate movements. Bond yields rose as sticky inflation concerns mounted – the market priced out over half of the seven US rate cuts previously …

Welcome to the Autumn 2024 edition of Haven – Financial Partners (TAS)

[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]As housing affordability continues to put home ownership beyond the grasp of many Australians, we chat with two friends who pooled resources to make the dream of having…

What to watch for the global economy in 2024

Tune in to AMP Chief Economist, Dr Shane Oliver share his insights and projections for the economic year ahead. Original Author: Produced by AMP and published on 28/02/2024 Source

Econosights – financial literacy gender gap

More than one third of adults in Australia are financially illiterate, with opportunities for improvement. There is also a gender gap in financial literacy in Australia. Women tend to have lower financial literacy than men. In Australia, the gender gap is larger compared to our global peers.

Oliver’s insights – falling inflation – what does it mean for investors?

The surge in inflation coming out of the pandemic and its subsequent fall
has been the dominant driver of investment markets over the last two
years – first depressing shares and bonds in 2022 and then enabling them
to rebound.

Oliver’s insights – 2024 macro investment outlook

Despite lots of angst at the start of the year, 2023 turned out far better than feared. Dr Shane Oliver reflects on key themes from the past year and suggests what investors should look out for in 2024

Econosights – Australian household wealth

Australia ranked as having one of the lowest rates of disposable income growth per capita amongst OECD countries in mid-2023. Deputy Chief Economist, Diana Mousina examines the implications of these and what Australians may expect.

Oliver’s insights – The RBA leaves rates on hold

The decision by the RBA to leave rates on hold at its December meeting and whether we have reached the top or not. At its December meeting the RBA left rates on hold but retained a tightening bias with still relatively hawkish commentary.

Oliver’s insights – Australian dollar

Five reasons to expect the Australian dollar to rise into next year: it’s undervalued; short term interest rate differentials look likely to shift in favour of Australia; sentiment towards the $A is negative; commodities still look to have entered a new super cycle; and Australia has a solid current account surplus.