Sally Auld, Chief Investment Officer, JBWere
In August last year, we penned a note outlining why we thought investment markets and the global economy were at the very beginning of a multi-decade regime change. This week, we check in on that thesis, and conclude that developments across geo-politics, markets and macro over the past year or so have been supportive of the notion of regime change. We find plenty of evidence points to suggest that regime change is well underway, but only limited evidence that this thesis is fully reflected in all asset prices.
Important Notice: This content has been published on the website on 22 November 2023 and reflects our view at the time of publishing, however views and commentary may change after this date. This document has been authorised for distribution in Australia and New Zealand only. It may not be reproduced, adapted, transmitted, distributed or reproduced in any form by any process without the written consent of JBWere Limited. For more information, visit jbwere.com.au or contact a JBWere adviser today.
Advice contained in this article comprises general financial advice only and has been prepared without considering your objectives, financial situations or needs. Before acting on any advice contained in this article, you should consider whether the advice is appropriate for your circumstances.
© JBWere Limited ABN 68 137 978 360, AFSL 341162. All rights reserved.
For more information contact a JBWere adviser today.
A collection of recent webinars and panel discussions with industry experts.