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Latest Stories

Will the global economy suffer a hard or soft landing, or none at all, in regards a recession, and how are investors setting for the outcome?

Jul 26 2023

Australia and the US have signed a deal that gives Aussie companies access to Inflation Reduction Act subsidies with both countries joining forces in a bid to outrun China in the Greentech race

Jul 19 2023


The second half of 2023 is set up as a tug of war between still optimistic market expectations for a soft landing and more cautious economic forecasts that call for contraction. ClearBridge offers its analysis and in-house prognosis

Jul 14 2023

The world appears set to shift into an El Nino phase. Oxford Economics assesses the potential impact on crops, food prices and CPI

Jun 21 2023


Previous Stories

More Fed Hikes Are But A Distraction

Jun 20 2023

Today’s debate whether more rate hikes from the Fed are forthcoming should not be the main focus for investors, Western Assets asserts


The Prudence Of Infrastructure In A Recession

Jun 09 2023

Infrastructure’s resilience can serve investors well during times of economic recession, reports ClearBridge Investments


Equities Ignore Recession, Profit Risks

Jun 08 2023

Time for equity investors to prepare for higher borrowing costs and rising stresses on corporate cash flows, warns MFS’s Robert Almeida


Markets Are Distracted

May 22 2023

The Fed hiking rates or not from here onwards is a ‘distraction’, argues MFS strategist Robert Almeida. What matters instead are future cash flows/profits, and here markets are set for disappointment


US Debt Ceiling: Here We Go Again

Apr 21 2023

With the US set to run out of money in the next few months, and US politics at bipartisan extremes, another debt ceiling battle is underway which could have recession implications


Why The Fed Must Pivot

Apr 13 2023

Ahead of the Herd’s Rick Mills explains why the Fed must pivot


Australia & China’s Post-Zero Covid Engagement

Mar 07 2023

The Albanese government is enjoying a thaw in the relationship with China, but that doesn’t imply a return to the good old Halcyon days is on the cards


Transitory Tightening?

Jan 23 2023

Franklin Templeton’s Sonal Desai argues markets are too sanguine and the outlook for inflation, and central bankers’ attitude to it, has changed


Are We EV Ready?

Jan 16 2023

Questions about EVs and the future of electrification do not stop with Tesla and its controversial CEO


Insights From The Road Well-Travelled

Oct 24 2022

WaveStone Capital’s Henry Hill has visited 50 UK and US companies to gauge the mood post-covid and the impacts of inflation and a slowing consumer



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