Global economics
The Delta variant: UK a test-case for re-opening and vaccine impact?
In recent weeks, market sentiment has stuttered as investors evaluate the cases of the Delta variant and the effectiveness of vaccines. The world is watching closely as the UK re-opens to pre-pandemic levels. Will high vaccination rates impact hospitalisations and set the blueprint for other economies?
Timing the market
You might reasonably think that investors are worrying about two contradictory things at the moment. Last week the concern seemed to be too much inflation; this week it's the likelihood of too little growth as the Delta variant takes hold. On the face of it, that makes no sense. They can’t both be a problem at the same time, can they?
Inflation: Friend or foe?
Governments like a bit of inflation. Central banks think they can achieve it. It’s the rest of us who will have to deal with the consequences if they can’t.
Podcast: The Investor's Guide to China
China's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change, the country's participation in global issues presents investors with opportunities - but also requires unwavering attention.
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.
2020/21 Year in review
ESG: Fad or future?
Is ESG investing just plain investing?
