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Economic and Market Outlook – October 2023
Investments & Wealth

Economic and Market Outlook – October 2023

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:

International economy

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?

Australian economy

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.

 

 

 

 

Any advice included in this newsletter is general only and has been prepared without taking into account your objectives, financial situations or needs. Before acting on the advice you should consider whether it’s appropriate to you, in light of your objectives, financial situation or needs. You should also obtain a copy of and consider the Product Disclosure Statement for any financial product mentioned before making any decisions. Past performance is not a reliable indicator of future performance. Advisers at Pitcher Partners Sydney Private Wealth (‘PPSPW’) are authorised representatives of Pitcher Partners Sydney Private Wealth Pty Limited, ABN 25 678 662 925, AFS Licence No. 563803. PPSPW is part of the Pitcher Partners Sydney Firm and is a privately owned and run company associated with the Pitcher Partners network of separate accounting firms, and is a network member of Baker Tilly International Limited.

Our experts

asdfafsdfa Jordan Kennedy

Jordan Kennedy

Partner

Sydney


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asdfafsdfa Martin Fowler

Martin Fowler

Partner

Sydney


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asdfafsdfa Andrew Wilson

Andrew Wilson

Principal

Sydney


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