2023: expect a rough ride with better returns
2023 IS LIKELY TO REMAIN VOLATILE and a re-test of 2022 lows for shares is a high risk. But easing inflation, central banks stepping off the brakes (with the RBA at or close to the peak on rates), economic growth likely stronger than feared and improved valuations should make for better returns.
What are bonds telling us?
Bonds, more than any other security, are used as bellwethers of economic health. While bond markets have had a terrible start to the year, that is rapidly changing.
Banks in a Bind
While central bankers grapple with how fast and high to take rates, in the real world inflation remains above target rates, interest rates continue to rise and property prices are under pressure.
This environment is problematic for Australian banks.
War, recession and continued global inflation: a market update
The danger in equity and bond markets has not decreased since the outbreak of war in Ukraine; it may even have increased. There is significant likelihood of a protracted recession in Europe and elsewhere and a continued global increase in inflation over the next 3 years.
Market Update – March 22
The world is now an even more dangerous place for investors than it was a month ago; we have reached a tipping point.
House Prices: what’s in store for 2022?
According to CoreLogic, Australian house prices increased 22.1% in 2021. Interest rates are widely expected to rise around the world, but will this be enough to stop the gains?
Bringing balance to Magellan
Given the recent many articles on Magellan and Hamish Douglass, we at Genesis believe it prudent to confirm our position on this fund manager as it has been a key holding in many of our client portfolios.
Market Update – February 22
Most equity markets have continued to be close to record levels despite concerns about emerging inflation, surging COVID cases and now a new variant.
2022: how will Gold perform?
Our portfolios are constructed with key principles that aim to drive consistent positive returns in all economic and political climates. One key principle is the protection of our clients’ capital.
Market Update – December 2021
Most equity markets have continued to be close to record levels despite concerns about emerging inflation, surging COVID cases and now a new variant.
