Markets

The bullish market reaction to the latest US inflation read, should come with a pinch of salt.

Elon Musk once famously claimed, “lithium batteries are the new oil”. Yet lithium-ion batteries merely trade the oil problem for a lithium problem.

An action-packed month of record dividends, soaring energy prices and rising inflation are all expected to be key trends this earnings season.

Last week’s effort by the Federal Reserve to curb inflation by raising US rates by another 75 basis points will likely see inflation decline in 2023 and will likely tip the economy into recession.

Emissions of carbon dioxide and other greenhouse gases struck a record level in 2021. The good news is that more institutional investors are adopting investment policies to combat climate change.

Peter Berezin, chief global strategist at BCA Research, discusses his view of the US economy from an “Oasis of Optimism” on a recent Middle East trip.

By following a simple practice known as dollar-cost averaging to buy shares or managed funds, investors can build holdings in assets in a non-emotional and disciplined way.

Price-to-sales ratios were viewed as something of a badge of honour by many in the venture capital and technology sector in 2020 and beyond. While those intricately involved in the sector couldn’t predict the future, the sheer number and successful listing of hundreds of tech unicorns in 2020 and 2021 may well have marked the end of this valuation measure.

Australia has thus far remained relatively immune from the inflation challenge occurring around the world, but the 5.1 per cent CPI result in May was met with significant concern from the central bank. While the majority was explicable, being rolling impacts on energy, education and property costs from the pandemic, the Reserve Bank has responded in the same way as most of its global counterparts.

Platform provider Praemium hosted their latest Key Market Drivers for 2022, focusing on inflation, interest rates, how to position a portfolio in these market conditions and what to tell your clients for your upcoming end-of-year client meetings.

It’s a well-known fact, women investors outperform their male counterparts and have been doing so for quite some time. New research from investment app, Pearler, has once again confirmed this admission: women have outpaced men in share investing despite wage disparity.

In these uncertain times, global asset manager Capital Group believes its important for advisers to step back and consider the long-term trends that are driving companies and markets. The team recently put together the ten most important themes for investors to consider in the year ahead.