Macro Economy: Economic Growth
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Investing in Emerging Markets: Opportunities & Risks
In this episode Felicity and Candice explore the fascinating world of emerging markets. They discuss why India stands out as a compelling opportunity and tackle the ongoing debate: Is China still an emerging market or has it matured into a developed one?19 April
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Welcome Back! What can investors expect in 2024?
In the first episode of 2024, Candice and Felicity review the returns of 2023 and discuss what investors can expect for 2024.9 February
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General
Is the momentum finally slowing on property prices?
Today, Sascha is joined by Eliza Owen from Core Logic and is asking: What does this data tell us about the future of property prices, and our larger economy?2 August
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Monthly Market Review - June 2023 (Australia)
A summary of the factors driving markets over the last month, covering the global economy as well as major asset classes, complete with Guide slides.25th Jul, 2023
Source: J.P Morgan Asset Management
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Monthly Market Review - May 2023 (Australia)
Stay informed on the current economic landscape and gain valuable investment perspectives from industry experts.17th Jul, 2023
Source: J.P Morgan Asset Management
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Which will grow faster: India or Indonesia?
This article from The Economist explores the similarities and differences between the two emerging economies to ultimately ask - which one will grow faster?20th Apr, 2023
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Investing in high inflation conditions
There are investing strategies that can protect your portfolio from inflation, but it's important to keep a long-term perspective.12th Apr, 2023
Source: Vanguard
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Should Daylight Saving Time be permanent?
Today Alec and Sascha discuss the impact daylight savings time has on the economy and our health.31 March
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General
Green Light, Red Light — Monthly Market Review March 2023
Stay informed on the current economic landscape and gain valuable investment perspectives from industry experts.7th Mar, 2023
Source: J.P Morgan Asset Management
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Finding global equity ideas for your portfolio in 2023
Candice and Felicity are joined by Jeff Cullen on today’s podcas!17 February
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Andrew Brown’s Bold Predictions for 2023 | “One of the boldest predictions I'll ever make...”
Join Andrew Brown from East 72 as he outlines his 14 bold predictions for 2023.16 February
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General
Beijing needs to junk its economic playbook
China's economy is slowing. For the first time in decades, economic growth in China is slower than the Asia-Pacific region as a whole.13th Feb, 2023
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2023 Market Outlook: A Framework for Optimism
Wilson Asset Management lay out five dominant themes that will drive markets in 2023.7th Feb, 2023
Source: Wilson Asset Management
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Why Invest Overseas
Let’s look at why you might invest in overseas companies and funds, and what you might consider when looking to invest in different-sized economies.1st Feb, 2023
Source: Sharesies
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Monthly Market Review - January 2023
The hawkishness of the U.S. Federal Reserve at its December meeting set the tone for markets in December, even as there is clear evidence that inflationary pressures are easing across large swaths of the developed world.23rd Jan, 2023
Source: J.P Morgan Asset Management
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Expert Presentations
Guide to the Markets
The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. -
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Vietnam: It's time to level up
Blink and you might have missed it, but Vietnam has been building an incredible economic story over the past couple of decades. Often overshadowed by China, it is now starting to outpace it’s neighbour to the north.15th Dec, 2022
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What’s going on with China’s protests?
Today Darcy and Sascha talk about what’s going on in China, and what does reopening mean for the world’s second largest economy? Then Darcy is joined by a guest expert Richard McGregor, to talk further about his thoughts on the developments in China.15 December
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Monthly Market Review - December 2022
November was a strong month for risk assets even as economic data in many parts of the world continued to deteriorate. The market was buoyed by the prospect of slowing inflation and that central bank policy would shortly follow suit.12th Dec, 2022
Source: J.P Morgan Asset Management
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The Year Ahead | 2023
In the 2023 Year Ahead, JPMorgan address the 10 most frequently asked questions on the economy and asset allocation from investors across Asia.7th Dec, 2022
Source: J.P Morgan Asset Management
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How do soccer matches affect market liquidity?
The World Cup has kicked off, will it have an impact on markets. The UK has a new Treasure and a new budget which The Economist Magazine has described as 'thankfully sane'.23 November
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How the surging US dollar is making it almost impossible to afford anything in countries around the world
This article from Fortune puts the impact of a strong US dollar into focus and explain why it greatly increases the chance of a global recession next year.17th Nov, 2022
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Australia: Investors and recessions
This article from Vanguard shares 3 encouraging reasons to stay the course and stick to your long-term investment strategy.14th Nov, 2022
Source: Vanguard
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The benefit of high dividend stocks in a stagflationary environment
The onset of stagflation will present a difficult environment for equity investors, but dividend paying stocks may offer an area of resilience.11th Nov, 2022
Source: J.P Morgan Asset Management
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Market Review Australia - November 2022
October saw a return to risk as equity markets gained and bond yields fell. The slowdown in the pace of rate hikes by the Reserve Bank of Australia (RBA) and Bank of Canada and messaging from others, was interpreted as a signal we are passing the peak in monetary policy hawkishness.10th Nov, 2022
Source: J.P Morgan Asset Management