Give me a sign! What to look for in the Australian economy when the forecast is rain
While recent data is encouraging, it’s clear that pandemic disruptions will lead to a sharp global economic slowdown. While no one can predict when economic conditions will rebound to pre-crisis levels, we can identify indicators that might provide clues.
Pinpointing these ‘signposts’ will be critical in the weeks and months ahead; by monitoring these key variables we can start to create a road map of how conditions might evolve from here.
In this bite-sized podcast, Head of Australian Fixed Income Stephen Cooper explains some of the signals the team will be looking for going forward. He also provides an update on liquidity in the domestic fixed income market following March’s dislocation.
Listen to the podcast below:
This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (Author). The Author forms part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc (MUFG), a global financial group. A copy of the Financial Services Guide for the Author is available from First Sentier Investors on its website.
This material contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider, with a financial advisor, whether this information is appropriate in light of your investment needs, objectives and financial situation. Any opinions expressed in this material are the opinions of the Author only and are subject to change without notice. Such opinions are not a recommendation to hold, purchase or sell a particular financial product and may not include all of the information needed to make an investment decision in relation to such a financial product.
To the extent permitted by law, no liability is accepted by MUFG, the Author nor their affiliates for any loss or damage as a result of any reliance on this material. This material contains, or is based upon, information that the Author believes to be accurate and reliable, however neither the Author, MUFG, nor their respective affiliates offer any warranty that it contains no factual errors. No part of this material may be reproduced or transmitted in any form or by any means without the prior written consent of the Author.