The information in these articles is current as of 3 April 2025.
Welcome to our latest Economic and Market Outlook – April 2025.
Australian economy
How worried are we by the Trump Administration? What’s kept the RBA from cutting rates and why do we continue to have near record low unemployment? To find out more read our outlook on the Australian economy.
International economy
Is Germany actually “back” as a military power? How has Trump reshaped the global economy with his tariffs? To delve into Liberation Day’s ramifications and the prospects for global growth read on.
Outlook and sector view for Australian equities
The Australian market has become increasingly bifurcated between our banking sector and the rest. Does this trade still have more room to run or are we seeing better value and prospects elsewhere? Do downtrodden resource names finally offer cause for hope? Learn more in our outlook here.
Outlook for international equities
Artificial Intelligence (AI) was the trade in global equities for 2024, but does it have the same rosy prospects going forward with the rise of Chinese challengers like DeepSeek? How has Trump’s tariff war threatened the global outlook and where have pockets of opportunity arisen? Discover more in our global equities overview here.
