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ECONOMIC OUTLOOK News & Analysis

US election implications for investors and Australia
Markets
US election implications for investors and Australia
The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more tariff hikes, trade wars and...
Shane Oliver | 07 November 2024
Markets are booming but strains show in the economy
Markets
Markets are booming but strains show in the economy
Is there a disconnect between market performance and economic activity? 
James Gruber | 14 March 2024
2024 themes for investors
Markets
2024 themes for investors
Morningstar’s 2024 Outlook report names three swing factors that may result in a wider range of outcomes. 
Shani Jayamanne | 29 November 2023
Australia faces risk of recession and housing challenges: Pimco
Fixed Income
Australia faces risk of recession and housing challenges: Pimco
A likely recession, housing challenges and bonds are back; those are the key takeaways from Pimco experts at this week's Morningstar Investment...
Megan Neil | 25 May 2023
Australia faces risk of recession and housing challenges: Pimco
Fixed Income
Australia faces risk of recession and housing challenges: Pimco
A likely recession, housing challenges and bonds are back; those are the key takeaways from Pimco experts at this week's Morningstar Investment...
Megan Neil | 24 May 2023
There are good reasons interest rates need to rise
Personal Finance
There are good reasons interest rates need to rise
Higher interest rates are political dynamite given Australian households are amongst the world's most indebted. But the alternative is worse.
James Gruber | 16 February 2023
Why investors shouldn’t wait for the good news to start buying
Markets
Why investors shouldn’t wait for the good news to start buying
Fidelity’s Chisholm says investor fears have made mid-cap stocks, materials, financials an attractive contrarian play.
Tom Lauricella | 26 January 2023
Don’t write off the 60/40 portfolio yet
Personal Finance
Don’t write off the 60/40 portfolio yet
Morningstar Investment Management valuation models suggest that the 60/40 portfolio stands to deliver a return after inflation of 3.6% over the next...
Ruth Saldanha | 27 December 2022
4 Investment Mistakes to Avoid in 2023
Personal Finance
4 Investment Mistakes to Avoid in 2023
How to accept uncertainty, and prepare your investments for different scenarios.
Sara Silano | 22 December 2022
4 things that mattered to your portfolio in 2022
Personal Finance
4 things that mattered to your portfolio in 2022
Painful lessons from the markets for investors to take into 2023 and beyond.
Sandy Ward | 21 December 2022