A global investment strategist looks at why this cycle may be different, and examines the potential invested yield curve for hints from the past.
Tag Archives | recession
Many experts are warning that over the past 60 years, the yield curve has inverted in advance of every recession, but will a yield curve inversion have a different result this time?
A ‘hard landing’ scenario for China could see many areas adversely affected, with one problem leading to another. Australia would feel the effects of such a downturn but no-one knows the magnitude.
Less than half of today’s workforce has experienced a proper recession, but in the absence of serious reform and vision, Australia may break its 25 years of economic growth.
The performance of the Australian sharemarket has been surprisingly weak in recent years, not only relative to the US and other developed markets, but also relative to previous major bear markets.
Economic and investment market cycles do not make for a comfortable ride when making investment decisions and they’re not about to disappear despite numerous smoothing attempts. Face it, cycles just happen.