Market Insight
Our top five insights of 2023 so far
June 30, 2023
As we reach the midpoint of the year, we revisit our reader’s most popular investment insights so far.
Across our articles, we have written about global financial markets having a tumultuous first half of the year with macroeconomic headwinds resurfacing causing persistent high inflation, a rapid global interest rate cycle and a slow-burning banking crisis where Silicon Valley Bank and Credit Suisse had material consequences. Domestically, the uncertainty continues to linger with the Australian economy undergoing a gradual shift towards an impending recession.
Meanwhile, our most viewed article Learning the lessons of history addresses how investors have faced the range of extreme events in the past three years. From near zero interest rates to oil prices turning negative, several crypto crashes and most obvious – a global pandemic. Charlie Jamieson and Mark Burgess share their views on what’s ahead for 2023 and how lessons from the GFC have prepared investors.
1. Learning the lessons of history
2. Get set for a cash flow squeeze as rates hit hard
3. Australia’s economy a hop, skip and jump from recession
4. Reverse morale hazard in recent US bank rescues
5. Bad news is good news’ narrative for markets may not last
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Melbourne
Level 23, 101 Collins Street
Melbourne VIC 3000
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