Insights
Stay informed with the latest news and insights.
A note from Dan
Nov 2024
Donald Trump 2.0: economic and financial market implications
Mr Trump's agenda will likely result in higher US economic growth, and be positive for company earnings, but could also entail larger budget deficits and be inflationary.
Economic and market update
October 2024
Which key events have been driving markets? Read this article by MLC Asset Management's Senior Economist Bob Cunneen to find out.
Australia’s lower inflation is yet to convince the Reserve Bank of Australia
October 2024
Australia’s inflation has declined and is finally within the RBA’s 2% to 3% target band. However, the RBA is concerned that inflation is set to rise again next year. Given the more likely prospect is for a subdued Australian economy with consumers still struggling in 2025, the threat of rising inflation appears overstated.
US elections 2024: A guide for the perplexed
October 2024
The US Election is still a close call. This election campaign has the potential for even more twists and turns over coming weeks. Investors will need to be mindful of the policies and promises of both current Vice President Kamala Harris and the former President Donald Trump.
Navigating economic uncertainty: Dan Farmer CIO
September 2024
Dan Farmer, Chief Investment Officer of MLC Asset Management, shares his insight into our approach to intelligent investing.
A note from Dan
Jul 2024
Why private credit has been winning strong investor support
Private credit, when managed to institutional standards, offers potentially attractive risk-adjusted returns along with strong structural and contractual protections.
Australia’s sticky inflation
July 2024
Australia’s inflation remains high, but does this justify another rise in interest rates? In this client-friendly article, MLC's Senior Economist Bob Cunneen explains the cause for Australia’s sticky inflation and why he believes another RBA interest rate rise would be a mistake that could risk a recession.
2023-24 financial year in review
July 2024
It's been a surprisingly great financial year for global shares despite significant inflation, interest rates and political risks. In this article, MLC's Senior Economist Bob Cunneen provides a client-friendly review of what happened in investment markets over the recent financial year.
AI: what does it mean for investing?
20 May 2024
We examine the implications of AI on investing, its current applications, the pros and cons, and what the future holds for AI in financial services.
Choosing how your super's invested
20 May 2024
In this article, we look at the different investment options available through super including some of their benefits as well as things to consider.
Diversifying investments: why it's important
20 May 2024
We outline why diversification is so important for investors, and how it can help to mitigate risks while maximising opportunities.
6 things to consider before investing
23 February 2024
Investing your money may be one of the most effective ways to help you build long-term wealth. Here are some things to consider before investing.
2023 calendar year in review
January 2024
After the astonishing highs set in 2022, global inflation pressures are finally cooling. The painful squeeze of inflation and rapid rises in interest rates has been very intense for borrowers. Global share markets delivered very strong returns in 2023, reflecting optimism over the promise of ‘Artificial Intelligence’ (AI), lower inflation outcomes and the encouraging resilience of the US economy. MLC Asset Management's Senior Economist Bob Cunneen provides a client-friendly review of what happened in investment markets over calendar year 2023.
A fragile and volatile world
March 2023
Global share markets opened the new year with mild optimism that inflation and interest rate risks were becoming more manageable and economic activity was improving. However, a sequence of financial shocks in March have dented this optimism. MLC's Senior Economist Bob Cunneen explains why we seem to be still living in a fragile and volatile world.
2022 year in review
January 2023
The global economy is still threatened by high inflation, rising interest rates and the conflict in Ukraine. Global share markets delivered sharp negative returns in 2022 given these prominent risks. The possibility that a global recession occurs in the coming year suggests investors could remain cautious. MLC's Senior Economist Bob Cunneen provides a review of what happened in investment markets over 2022.
