The information in these articles is current as at 01 October 2023.
Welcome to our latest Economic and Market Outlook – October 2023.
This edition covers the following topics:
The global economy continues to slow but with meaningful dispersion across both developed and emerging economies. Some are stimulating heavily with government spending policies while others are still raising interest rates to decade-highs to contain inflation. What does this combination mean for our broader economic outlook?
In recent months, the impacts of the 400-basis point interest rate hikes since May 2022 have been plain to see. Population growth is offering a support to growth but at an underlying level there is scope for concern with inflation another potential headwind. Find out our views as we take a closer look at the Australian economy.
Outlook and sector view for Australian equities
The Australian economy is showing signs of materially slowing. We uncover sector views and recommendations for banks, resources, retail and Australian Real Estate Investment Trusts.
Outlook for international equities
The outlook for international equities remains challenging with tighter monetary policy and a slower global economy. Find out the implications of these as we discuss our outlook and recommendation for international equities.