FIIG_research

Philip Brown

 

Macroeconomic Questions and Answers

As part of the recent FIIG webinar on the Macroeconomic Outlook, we opened the (digital) floor to questions. Working on the theory that if one person is curious enough to publicly ask the question, a lot more people are curious enough to know the answer, we present the questions from that webinar with answers written by FIIG’s Head of Research, Philip Brown.

The Macro Landscape: Taking a second look at 2024

FIIG research has published a detailed analysis of the outlook for 2024 and then followed it up with a detailed webinar on the same topics. For both the outlook for 2024 and for analysis of the RBA, the key to understanding is, in our view, to take a second look at the question to understand the details a little below the surface. In this article, we will take a closer look at the state government capex spending, cash rates around the world, labour markets in Australia and a LOCK strategy to guide successful bond market investing in 2024.

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The Benefits of a Portfolio Risk Review

FIIG’s Investment Strategy Team conducts an annual review of client portfolios, in addition to portfolio reviews carried out throughout the year. This assists clients to better understand the construction of their portfolios to make more insightful investment decisions.