We're a Baker Tilly network member
Learn more
Sydney Wealth Management | Economic and Market Outlook – October 2022

Sydney Wealth Management | Economic and Market Outlook – October 2022

The information in these articles is current as at 1 October 2022.

Welcome to our Economic and Market Outlook – October 2022.

This edition covers the following topics:

International economy – “no other choice”

As Northern Hemisphere nights grow longer, central bankers face the unenviable choice of allowing prices to run rampant, or risk plunging economies into recession anyway by lifting interest rates too aggressively. What are governments doing to support households and businesses, and has inflation peaked?

Read more

How the Australian economy will avoid a recession

Despite the Australian economy recording its strongest growth in 10 years, it is veering towards a critical inflection point. Prices are soaring, and opinions are differing on where the official cash rate may peak. What does the RBA forecast and what will they do to avoid a recession?

Read more

Our recommendations on significant current challenges for Australian equities

Australian equities are facing a period of significant uncertainty and challenges. While valuations are not necessarily unattractive, we believe there is meaningful scope for consensus downgrades in the months ahead. Current valuations look “cheap” but in reality, this is more akin to a “calm before the storm” moment. Does this mean there downgrades still to come in our view?

Read more

Answers to the clouded outlook for international equities

On the positive side of the ledger, valuations are more favourable, particularly outside the US, with major markets trading at discounts of over 10% to their long-term average price-earnings multiple. Normally these circumstances are attractive moments to enter the market, however, there are several counterarguments that give us pause…

Read more

Any advice included in this newsletter 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. Advisors at Pitcher Partner Sydney Wealth Management are authorised representatives of Pitcher Partners Sydney Wealth Management Pty Ltd, ABN 85 135 817 766, AFSL number 336950.

Pitcher Partners insights

Get the latest Pitcher Partners updates direct to your inbox

Thank you for you interest

How can we help you?

Business or personal advice
General information
Career information
Media enquiries
Contact expert
Become a member
Specialist query
Please provide as much detail to ensure appropriate allocation of your query
Please highlight a realistic time frame that will enable us to provide advice within a suitable and timely manner. Please note given conflicting demands with our senior personnel, we will endeavour to respond to you within the nominated time frame. If you require an urgent response, please contact us on 03 8610 5477.
CPN Enquiry
Business Radar 2024
Federal Budget 2024-25
Student careers 2024-25
Search by industry