Economic and Market Outlook – January 2023
The information in these articles is current as at 1 January 2023.
Welcome to our Economic and Market Outlook – January 2023.
This edition covers the following topics:
International economy – “the recession the world had to have?”
Key economies including the US are seeing an inflation deceleration, yet stickier inflationary measures remain troublesome for policymakers looking to keep inflation expectations of households and businesses in check. What are the implications amidst a slowing global economy?
The new “life is short” mindset in the Australian economy
How has the average Australian’s re-evaluation of lifestyle priorities through COVID-19 affected the travel and hospitality industries and what has led the economy to reach a historically low unemployment rate? Discover our answers as well as our expectations for 2023.
Our outlook and sector view for Australian equities
Australian equities are facing a period of significant uncertainty and a weaker global economic backdrop. Discover our sector view and recommendations for banks, resources, retail and Australian Real Estate Investment Trusts.
Valuations more favourable for international equities
On the positive side of the ledger, valuations are more favourable, particularly outside the US. Normally this is an attractive setup to enter the market, however, there are several counterarguments that give us pause…
