Australia
RBA Stands Pat, Scraps Patient Stance…
Executive Summary Our recommended model bond portfolio outperformed its custom index by a robust +48bps in Q1/2022 – an impressive performance given the significant uncertainties stemming from the Ukraine war, surging commodity prices and hawkish central banks. This outperformance came…
Executive Summary Refreshing Our Tactical Trade List
A Post-Invasion Reassessment Of Our Tactical Trade Recommendations…
Executive Summary Is Factor Investing Dead?
Is Factor Investing Dead…
Executive Summary Will The War Stall The Expected Downturn In Inflation This Year?
Will The War Stall The Expected Downturn In Inflation This Year…
Executive Summary Upgrade Global Duration Exposure To Neutral
Upgrade Global Duration Exposure To Neutral…
Dear client, In addition to this weekly report, we sent you a Special Report from our Geopolitical Strategy service, highlighting the risk from the Russo-Ukrainian conflict. Kind regards, Chester Executive Summary The Ukraine crisis will lead to a period of strength for the DXY.…
Aussie Wage Growth Remains Modest…
BCA Research is proud to announce a new feature to help clients get the most out of our research: an Executive Summary cover page on each of the BCA Research Reports. We created these summaries to help you quickly capture the main points of each report through an at-a-glance read of key insights,…
RBA: Still Watching Inflation And Wage Growth…