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Goldman’s Jeff Currie: It’s a Commodities Super Cycle, and We Still Haven’t Hit Max Pain

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US Economic Outlook: Inflation, Growth and the Fed

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Australian Shares Have Advantages Other Countries Must Envy

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Diversification Still Works: Exploring the Equity-Bond Relationship with K-Means Clustering

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Wall Street

10 Truths About the Stock Market

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Progressing Towards a Sustainable Global Economy

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Countdown to Zero? Vanishing Listed Infrastructure to Drive a Shift Offshore

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J.P Morgan – 4Q21 “Guide to the Markets – Australia”

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What We Really Don’t Know, Life After The Pandemic.

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Where To Invest In A Post Lock Down World

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Goldman’s Jeff Currie: It’s a Commodities Super Cycle, and We Still Haven’t Hit Max Pain

We really enjoyed listening to this Bloomberg podcast with Jeff Currie Goldman Sach’s Global Head of Commodities Research and highly recommend a listen if you are thinking of investing in resource. Jeff is effectively ringing the bell on investing in resources for the next couple of years. There’s so much going on whether it be supply constraints, green economy, decarbonisation which all are highly conducive to the super-cycle rhetoric. This is from one of the world’s preeminent analysts in this space.
Listen To The Podcast Here: https://www.bloomberg.com

US Economic Outlook: Inflation, Growth and the Fed

Headline inflation is at a decade high rate of increase, and core inflation of 4.0% is higher than it’s been in over 25 years. But the economy is well on the road to recovery, and GDP growth is back to where it was pre-crisis. While we expect the Fed to taper in November, we thing investors focus should be more on when the Fed ends quantitative easing rather then when they start tapering.
Watch And Read The Full Video and Article Here: https://web.alliancebernstein.com/

Australian Shares Have Advantages Other Countries Must Envy

Many Australian companies offer the allure of healthy dividend payments, ie, income, plus potential share-price growth. But that’s not all. Australia’s franking system means that for low tax investors, one dollar of pre-tax income from a fully franked dividend is actually worth $1.43 after the franking refund.
The trade-off between risk and reward has shifted in recent years as interest rates have reached historic lows and investors in traditionally safe investments have been caught short. People who used to rely on cash investments are hardly being rewarded, given their poor returns, and equities warrant a second look.
In this wire, Dr Dom Hampson from Plato Investment Management, considers income potential of investing in Australian shares and how they have enviable advantages over equities in other countries.
Read the full article here: https://www.livewiremarkets.com

Diversification Still Works: Exploring the Equity-Bond Relationship with K-Means Clustering

Government bonds can hedge against equity market drops for both US and global investors in low interest rate environments. Vanguard’s research team explores the equity-bond relationship.
Read the full research paper here: https://www.vanguard.com.au

10 Truths About the Stock Market

The stock market can be an intimidating place: it’s real money on the line, there’s an overwhelming amount of information, and people have lost fortunes very quickly.
But it’s also a place where thoughtful investors have long accumulated a lot of wealth.
With that in mind, we share with you ten truths about the stock market.
Read the full article here: https://www.tker.co/p/stock-market-historical-facts

Progressing Towards a Sustainable Global Economy

The world is facing critical sustainability and social challenges. Members of the Janus Henderson – Global Sustainable Equity team discuss how companies are working to address these issues.
Watch the Full Video Here: https://www.janushenderson.com

Countdown to Zero? Vanishing Listed Infrastructure to Drive a Shift Offshore

Interesting Q&A note with Ausbil’s Global listed Infrastructure Team on the merger & acquisitions landscape in Australia and private take-overs of Australian listed infrastructure companies. The article provides an insight into what’s driving this, why these consortiums are prepared to pay top prices and also why there’s plenty of opportunities globally outside Australia in listed infrastructure.
Read the Full Newsletter Here: https://images.content.ausbil.com.au

J.P Morgan – 4Q21 “Guide to the Markets – Australia”

  • Economy is down but not out, recovery to resume
  • Bell rings on easing monetary policy as taper due to start
  • Equities will go twelve rounds on earnings strength
  • Watch the left hook from inflation and supply chain distributions
    Read Full Guide Here: https://am.jpmorgan.com

What We Really Don’t Know, Life After The Pandemic.

Ben Carlson’s ‘to the point’ blog discusses the idea that we really do not know what lies before us in life after the pandemic. While we do not think the world will go back to 100% normal we also do not believe it will completely change either. We suspect the answer lies somewhere in the middle.
Read The Full Blog Here: https://awealthofcommonsense.com

Where To Invest In A Post Lock Down World

Now that governments are talking about re-opening the economy, investors can start thinking about the businesses that might provide the best returns as we emerge from economic hibernation. Roger Montgomery shares a quick appraisal of the investment landscape, and identify the key attributes of businesses that he believes will rebound the hardest.
Read The Full Article: https://rogermontgomery.com

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