Category Archives: Economic Update

Coronavirus continues to cause havoc globally and in Australia – but here are five reasons for optimism
By Fenwickefinancial On July 28, 2021

Introduction It seems the bad news on coronavirus doesn’t let up. The lockdown in NSW looks like going longer. There is endless debate about whether governments are doing the right …

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Inflation – why it matters for investment markets
By Fenwickefinancial On June 15, 2021

Introduction There has been much concern about inflation this year – but why should it matter for growth assets like shares and property? Surely earnings and rents will just go …

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The 2021-22 Australian Budget – spending the growth windfall to further grow the economy towards full employment
By Fenwickefinancial On May 14, 2021

Introduction The 2021-22 Budget sees the Government ditch its plan to start budget repair (or austerity) once unemployment is “comfortably below 6%” in favour of continuing to focus on growing …

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Market outlook Q&A – global recovery, vaccines, inflation, the risk of a share crash, Aust house prices and other issues
By Fenwickefinancial On April 13, 2021

Introduction This note covers the main questions investors commonly have regarding the investment outlook in a simple Q&A format. Is the global economic recovery on track? Yes. We anticipate global …

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Bitcoin – it’s not a currency, it’s not a capital asset… so what is it?
By Fenwickefinancial On March 5, 2021

The title may seem a bit harsh, but I reckon it’s a reasonable question given the issues around Bitcoin and the amount of interest it’s once again attracting. This interest …

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US political protests, inflation and rising bond yields
By Fenwickefinancial On January 21, 2021

Introduction New years often start with a few events to challenge any calm investors may have achieved over the Christmas/New Year break. Some of these prove short lived like the …

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Review of 2020, outlook for 2021 – from pandemic to recovery
By Fenwickefinancial On December 10, 2020

2020 – not what it was supposed to be 2020 didn’t exactly turn out the way I or many expected a year ago. For Australia, the year started badly as …

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Joe Biden on track to become US president – implications for investors and Australia
By Fenwickefinancial On November 10, 2020

Introduction Contrary to what would normally be suggested by the worst recession since the 1930’s, high unemployment, the worst riots since 1968 and the poor handling of the coronavirus pandemic …

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Expect slower medium-term returns
By Fenwickefinancial On October 23, 2020

Introduction Despite a 35% or so plunge in share markets earlier this year; on the back of the pandemic and rough patches in 2018, 2015 and 2011, well diversified Australian …

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Australia’s “eye popping” budget deficit and public debt blow out – can it be paid off? Does it matter?
By Fenwickefinancial On September 30, 2020

From “eye watering” to “eye popping” Much concern has been expressed about the longer-term consequences of the blowout in budget deficits and public debt in response to the economic hit …

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