Econosights – Page 4

Econosights – Should we worry about emerging markets?

Econosights – Should we worry about emerging markets? Key Points Emerging market equities have performed poorly since the beginning of the year. More recently, trade tensions between the US and China, a rising US dollar and issues in individual emerging market economies have hit emerging markets. The last emerging market downturn was in 2015 on the back of Chinese growth concerns, a devaluation in the Chinese Yuan and Fed interest rate hike fears. Emerging market …

FinancialPartners 09/07/2018 20/08/2018 Blog / E - Economics / E - ESG Wrap (Econosights) economic / economic fundamentals / Econosights / Econosights - Should we worry about emerging markets? / emerging / Emerging market / Emerging market economic fundamentals / Emerging markets / fundamentals / implications / Implications for investors / investors / Market / Should we worry / Should we worry about emerging markets

How are Australia’s states and territories tracking?

How are Australia’s states and territories tracking? An end to the fall in mining investment is helping to stabilise growth in Australia’s mining states and territories (WA, Qld and NT to a lesser extent) while a slowing housing sector is starting to act as a drag on NSW and Vic. Tas is benefitting from a lift in population growth and housing “refugee” demand from Sydney and Melbourne. Growth in SA and the ACT has been …

FinancialPartners 13/06/2018 20/08/2018 Blog / E - Market Update / E - Markets & Investments Australia / Australia’s states / consumer / Consumer spending / Econosights / growth / home prices / How are Australia’s states and territories tracking? / implications / Implications for investors / investors / labour market / Population / Population growth / spending / state of the labour market / territories / tracking

Econosights – Five Global Risks to Watch

Econosights – Five Global Risks to Watch The global economic upswing is expected to remain in place for now which is good news for growth assets. But there are still plenty of downside risks to the growth outlook. We explore five key areas we are watching. Introduction We remain positive around the outlook for the global economy over the next year. But there are still numerous downside risks to growth that could cause issues for …

FinancialPartners 29/05/2018 20/08/2018 Blog / E - Market Update Australian / Australian home prices / Econosights / Econosights - Five Global Risks to Watch / Euro area reforms / Global / Global Risks / Global Risks to Watch / Higher commodity prices / Higher commodity prices and inflation concerns / home prices / implications / Implications for investors / inflation concerns / investors / Lending standards / risks / US debt / US debt build / US debt build-up / USA / Watch

Econosights – The end of Japanese stagnation?

Econosights – The end of Japanese stagnation? Key points Years of low growth and inflation are gradually turning around in Japan thanks to the slow-moving impacts of Abenomics combined with a strong global economy. A lift in growth and employment reforms are increasing participation in the labour market, adding to an already tight labour market. Recent wage agreements will add to inflation. The solid economic cycle and good corporate health is positive news for Japanese …