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Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares

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Manage episode 406145101 series 2498101
Kandungan disediakan oleh Netwealth Investments Limited. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Netwealth Investments Limited atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In 2023, investors saw strong returns in equity, fixed interest, and cash markets. The question for 2024 is whether these strong returns will continue.

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews David Bassanese, Chief Economist at Betashares, about his economic view on the Australian dollar, equity and emerging markets, interest rates, and inflation. They discuss investment implications, key risks, and potential disruptions to the 2024/25 outlook, including effects on energy supply due to tensions in the Middle East, a sell-off in the bond market due to fears of the US budget deficit, and a more substantial slowing in consumer spending.

  continue reading

66 episod

Artwork
iconKongsi
 
Manage episode 406145101 series 2498101
Kandungan disediakan oleh Netwealth Investments Limited. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Netwealth Investments Limited atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In 2023, investors saw strong returns in equity, fixed interest, and cash markets. The question for 2024 is whether these strong returns will continue.

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews David Bassanese, Chief Economist at Betashares, about his economic view on the Australian dollar, equity and emerging markets, interest rates, and inflation. They discuss investment implications, key risks, and potential disruptions to the 2024/25 outlook, including effects on energy supply due to tensions in the Middle East, a sell-off in the bond market due to fears of the US budget deficit, and a more substantial slowing in consumer spending.

  continue reading

66 episod

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