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Analysis

The outlook for global equities: all is not lost

09 August 2022 • By Keith Creveling • 1 min read

The outlook for global equities: all is not lost

In these turbulent times for equities, it is easy to lose hope and think that withdrawing all money from the markets is the best thing to do for the s...

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The outlook for global equities: all is not lost

Sustainability investing under threat? Not so fast

After riding the tailwinds from bullish markets for several years, sustainable investing seems to have been affected by the winds changing course more...

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The outlook for global equities: all is not lost

Potential 2022 recession and why credit looks attractive v equity

Our base case is not for a recession in 2022 in the US, but the risks of a mild recession are rising. We are still expecting nominal GDP in the 4 t...

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The outlook for global equities: all is not lost

Bitcoin boom or Bitcoin bust: What’s all the fuss about?

Be it politics, markets or conflict, evidence is mounting that 2022 is a year of volatility. The global financial markets have taken a big hit in t...

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The outlook for global equities: all is not lost

Can hedge funds add value in today’s treacherous macro environment?

Top Gun is playing at cinemas across the country and Kate Bush is climbing up the charts, but it is not only popular culture that is seeing a 1980s re...

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The outlook for global equities: all is not lost

Bonds regain their shine amid a turbulent time

Soaring inflation has sparked a wave of monetary policy tightening, not just in the US but globally. Aggressive monetary policy tightening, endurin...

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The outlook for global equities: all is not lost

A turning tide: Why contrarians are turning to China

This year could turn out to be the year of the Tiger for Chinese equities after all. After a shaky 12 months, foreign investors are beginning to retur...

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The outlook for global equities: all is not lost

Why demographics are crucial for getting long-term investments right

Global ‘super-drivers’ fuel changes that impact businesses and markets around the world including Australia, and they also hold the key to success...

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The outlook for global equities: all is not lost

The three peaks challenge: The markets’ race against time

Inflation, interest rates and the US dollar all need to peak this year before markets calm down. Global growth won’t resume until the recent sp...

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The outlook for global equities: all is not lost

Stock market defining moments

Defining moments in stock market history include the 1987 Black Monday crash, 2000 Dot-com bust and 2008 Global Financial Crisis. These moments mark w...

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