The COVID-19 pandemic will delineate investment eras. We will talk about the COVID-19 crisis in the same way we now talk about the Dot-Com boom and the GFC. Like crises before it, we will get through the COVID-19 crisis and markets will recover. How long that recovery takes, and the costs involved, remain unknowns.
This quarterly update will cover:
Economic Update
Investment Update
Asset class overview
Portfolio position / industry commentary
What next?
With markets beholden to interest rates, we answer the two biggest questions investors should be asking. How long will interest rates remain low, and what are the consequences of low rates.
This quarterly update is a seven-minute overview of the economic landscape and how we think about investing in a low rate environment.
Please feel free to forward this summary to clients, colleagues and friends who can in turn subscribe.
This quarterly update provides an eight-minute overview of the macro-economic landscape and our view of the two scenarios we anticipate playing out in response to continued reductions in interest rates.
We provide specific investment commentary and finish off with how we are adapting our client portfolios to accommodate the changing economic conditions.
Dig below the surface as we delve into faltering monetary policy and the need for fiscal policy wisdom. We provide investment guidance before finish off with a look at the unlikely rise, in rhetoric rather than practice, of Modern Monetary Theorem (MMT).
This quarterly edition from Snowgum Financial Services provides you with a nine minute summary of matters to do with the investing, economics and markets. We look at some key data before exploring the economic wonder that is the wisdom of crowds
This Quarterly edition from Snowgum Financial Services provides you with an eight minute summary of matters to do with the economy, investing and markets.
Our quarterly economic and market update. We discuss the RBA's economic guidance, recent credit tightening and share our thoughts on the Banking and Financial Services Royal Commission's interim report.
This Quarterly edition from Snowgum Financial Services provides you with a 7 minute digest on all things economic, investing and markets.
