What's in store for the rest of 2024?
Financial markets have experienced significant volatility over the past year. Despite some policy success lowering inflation, the pace of disinflation has slowed, causing authorities to reassess interest rate policy settings. This combined with recent geopolitical uncertainty may be leaving investors asking, how should I position my portfolio for what lies ahead?
We’re pleased to share our market outlooks featuring key insights from our specialist investment partners.
Three themes to watch
Consumer resilience through volatility
Despite the complex global economic and geopolitical settings, consumers have adapted well to date, however investors may need to be more discerning in the types of companies they invest in moving forward.
The time to shine may be now
Compelling valuations in sectors like Emerging Markets equities and Small Caps, along with unloved “quality” domestic companies, may present unique entry points for long-term investors.
Growing global food demand
Agriculture provides attractive opportunities for investors wanting to access the thematic of a growing and wealthier population and Australia is uniquely placed to deliver what the world increasingly wants.
Market Outlooks
Our insights show you what’s coming up ahead, what’s most important, and where we are finding the most attractive investment opportunities – watch the videos to get the full picture.
Australian Equities
We think the market is currently overlooking a number of unloved “quality” companies and investors need to consider different ways to play a few of the new emerging themes.
Watch OutlookEmerging Markets
Emerging Markets valuations are compelling and difficult to ignore and this is ultimately the biggest driver of investment returns over the long-term.
Watch OutlookAustralian Small Companies
Along with the growth characteristics of the asset class, we view the current economic settings as a recipe for a positive re-rating of the sector.
Watch OutlookGlobal Equities
We see significant divergence in global equity markets and with interest rates expected to be higher for longer, finding the high quality core compounders is key.
Watch OutlookAustralian Agriculture
In addition to being the fastest growing sector, a well managed Australian agriculture investment, can come with relatively lower volatility.
Watch OutlookWant to learn more?
Important Legal Information
This information is published by Warakirri Asset Management Limited ABN 33 057 529 370 (Warakirri) AFSL 246782. Northcape Capital (ABN 53 106 390 247) (AFSL 281767) and Flinders Investment Partners Pty Ltd (“Flinders”) (ABN 19 604 121 271) (a Corporate Authorised Representative of Warakirri) are the underlying investment managers for a range of Warakirri funds and the information represents Northcape’s and Flinders’ views on a number of economic and market topics as at the date of this communication. The information provided should be used as general information only and does not take into account your particular circumstances, investment objectives and needs for investment, or purport to be comprehensive or constitute investment advice and should not be relied upon as such. This material is directed at persons who are professional, sophisticated or ‘wholesale clients’ (as defined under the Corporations Act 2001 (Cth) (Corporations Act)) and has not been prepared for and is not intended for persons who are ‘retail clients’ (as defined under the Corporations Act).
Any forecasts, projections or other forward looking statements contained in this document are examples only and may involve elements of subjective judgment and assumptions as to future events which may or may not be correct or which may later change. There are usually differences between forecasts, projections and actual results because events and actual circumstances frequently do not occur as forecast and these differences may be material.
Investors should not rely on the information on this website without first referring to a fund’s relevant Information Memorandum (IM) or Product Disclosure Statement (PDS), Additional Information Booklet / Reference Guide and the Target Market Determination (TMD) for a description of the target market and seek independent advice from their financial adviser. A PDS or IM for the fund is available by calling 1300 927 254. The IM or PDS should be considered before making an investment decision. Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested. Portfolio holdings are subject to change. Past performance is not a reliable indicator of future performance.