December 2023

This article was originally published on 5 December 2023. The forecasts for 2024 have been coming in rapidly, and some predictions about stock markets have turned out to be quite inaccurate, especially regarding key measures like the S&P 500. One forecast that drew attention this week came from Moody’s, which issued a cautionary outlook for […]

Increased government spending on energy and childcare rebates, investment, and defense spending kept the Australian economy afloat in the three months to September, even though economic growth slowed to less than walking pace, growing at just 0.2%. The quarter-on-quarter growth was half the 0.4% rise in the three months to June and half the market

This article was originally published on 10 August 2023. Being an investor in listed global real estate has been tough of late. With expectations of a global recession caused by unprecedented interest rate increases, sentiment towards listed global real estate has soured. But what if there are other nuances at play, and the market is

This article was originally published on 30 November 2023. In August 2023, RFC Ambrian released a comprehensive sector report on the Lithium Market titled “Deficits Still on the Horizon But the Pace of New Supply is Picking Up.” The report delved into the global lithium commodity market, discussing potential risks and opportunities associated with lithium

Stocks had a strong rebound on Thursday, as the S&P 500 recovered from its worst day since September, reigniting the year-end rally. The Dow Jones Industrial Average saw a significant gain of 322.35 points, equivalent to 0.87%, closing at 37,404.35. Simultaneously, the Nasdaq Composite surged by 1.26% to reach 14,963.87. The S&P 500 also joined

This article was originally published on 11 December 2023. Last Monday, despite reaching all-time highs in Asian markets, gold prices finished the week down more than 3.3%, closing at approximately $2,004 an ounce for the Comex front month and $2,020 for the continuous contract close. Some reports even indicated that gold touched $2,150 an ounce,

This article was originally published on 8 December 2023. The electric vehicle (EV) industry, once riding high on optimism and sky-high valuations, has hit a roadblock as investors and car manufacturers reevaluate their strategies amidst a slowdown in growth. Factors ranging from rising interest rates to evolving EV technology and consumer preferences are being cited

This article was originally published on 12 December 2023. Australia, home to the world’s largest uranium resource, finds itself at a crossroads as it grapples with the question of whether to be a lifter or a leaner in the global pursuit of decarbonisation and energy security. With only approximately 8% of global uranium production, Australia’s

This article was originally published on 07 December 2023. As we near the end of a volatile macroeconomic year, we look at some of the interesting trends in global real estate and consider what’s to come. Click here to visit the Quay Global Investors website. Relative to equities, global real estate has rarely been this

This article was originally published on 14 December 2023. Mid-Year Economic and Fiscal Outlook – budget deficits revised down, immigration revised up but projected to have peaked Key points:The Federal Government’s Mid-Year Economic and Fiscal Outlook (MYEFO) revised its budget deficit projections down sharply largely reflecting stronger revenue and some modest spending savings.The deficit for