Anthony Doyle
A post-COVID world: EM's time to shine
As COVID-19 battered the world’s economies last year, emerging markets were among some of the hardest hit; they also saw one of the better recoveries when equity markets rebounded towards the close of 2020.
Global growth is weighted in favour of emerging markets
With emerging markets set to make up more than 62 per cent of world GDP by next year – up from 54 per cent – now is perhaps the time to seriously look at including an emerging market exchange traded fund in your portfolio.
The executive series: Inflation and interest rates
Cross Asset Investment Specialist, Anthony Doyle speaks with CBA's Tom Piotrowski about the outlook for inflation and interest rates. They also discuss some of the factors investors need to be aware of when investing during a bull market.
Lower interest rates, house prices and super: The keys to Australia's household wealth
One of the most important channels that lower interest rates works through is via higher asset prices, leading to increased levels of household wealth. Theoretically, households should consume more as wealth rises. Changes in the ‘wealth effect’ are a key factor in assessing the outlook for the Australian economy, because a large share of the economy is household consumption.
Chart of the week | Oil and breakevens
Whilst last year’s favourite word amongst investors was “unprecedented”, this year “reflation” appears to be the word on everyone’s lips. For central bankers and investors, breakeven rates are an important measure of inflation expectations. Simply put, the breakeven rate is the difference between the yield of a nominal bond and an inflation-linked bond of the same maturity.
Emerging markets and the reopening trade
A new year, a new RBA announcement
Bond markets power ahead
