Reflections and Forecasts and staying focused in volatile markets

In our recent updates, we engaged in extensive discussions regarding interest rate rises, share market valuations, and long-term government bond yields in both Australia and the U.S. These discussions involved deep dives into topics such as inflation expectations, economic indicators, and global macroeconomic trends at that time.

As we look ahead, the near-term outlook continues to present challenges. In this video, Emmanuel Calligeris, Chair of the DWA Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, talk about various risk factors that contribute to the current elevated market volatility.

Don’t miss out on this Ground Control. Discover why rising labour costs and slowing demand could pose challenges for company earnings and gain valuable perspective on the growth of Chinese economy as well as other investment opportunities in the emerging markets.

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