The information, products and services described in this website are intended solely for persons in Australia who are wholesale clients within the meaning of section 761G of the Corporations Act 2001 (Cth). By clicking Confirm below, you confirm that:
Across our articles, we have written about global financial markets having a tumultuous first half of the year with macroeconomic headwinds resurfacing causing persistent high inflation, a rapid global interest rate cycle and a slow-burning banking crisis where Silicon Valley Bank and Credit Suisse had material consequences. Domestically, the uncertainty continues to linger with the Australian economy undergoing a gradual shift towards an impending recession.
Meanwhile, our most viewed article Learning the lessons of history addresses how investors have faced the range of extreme events in the past three years. From near zero interest rates to oil prices turning negative, several crypto crashes and most obvious – a global pandemic. Charlie Jamieson and Mark Burgess share their views on what’s ahead for 2023 and how lessons from the GFC have prepared investors.
1. Learning the lessons of history
2. Get set for a cash flow squeeze as rates hit hard
3. Australia’s economy a hop, skip and jump from recession
4. Reverse morale hazard in recent US bank rescues
5. Bad news is good news’ narrative for markets may not last