Implications for investors

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 …

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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 …

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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 …