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Economic Overview Q4 was a very positive end to the year, and despite the gloomy outlook many had for 2023 it was a fruitful one for investors who maintained a bias towards growth in their portfolios. Inflation continued to moderate in the US, while economic growth held up, continuing to defy any recession forecasts. Despite […]

Economic Overview In Q3, global economic data was mixed. There were positives from the world’s largest economy, depending on how you view positive economic data! In this case, the ongoing resilience shown by the US was combined with another bout of energy inflation, leading to concerns inflation may take longer to move back into the […]

From 21 to 23 August 2023, we held our annual conference in Melbourne at the Legends room at the MCG, which made for an amazing backdrop throughout the conference. Attendees were welcomed on the first morning by FYG Managing Director Peter Mancell who did the usual conference housekeeping, before turning over to Jesse Vermiglio of […]

Economic Overview Inflation and interest rates again remained the major points of interest across Q2, but with well over a year of interest rate rises behind us, many economies have proven more resilient than expected. The US economy, in particular, has proven robust despite a total of 5% in rate hikes since March 2022, however […]

2023 March Quarter Review

April 14, 2023

Economic Overview Inflation and interest rates remained points of interest across Q1, but towards the end of the quarter attention turned to the consequences of higher interest rates and what they might potentially break. Global growth appeared to be heading in the right direction, as rebounds in various purchasing managers’ indices and business surveys indicated […]