Future Focus Episode 3 - US GDP, Tech and Inflation

 

In this episode, Alan Clarke, Portfolio Manager provides a thorough analysis of the recent economic developments, including the unexpected trends in US GDP and the implications on global growth. Despite a mixed start to the year, with challenges in exports and inventory spending, consumer spending and investments have shown resilience, painting a complex picture of the current economic landscape.

Key Highlights:

  • Global Economic Trends: Insight into how different regions, including Europe, the UK, and parts of Asia, are performing compared to the local economies of New Zealand and Australia.
  • Market Performance: A look at the strong performance of equity markets in early 2024, following a robust end to 2023, and the diverse contributions beyond the tech giants.
  • Inflation and Market Outlook: Alan discusses inflation, its trajectory, and the potential implications for interest rates and market conditions.

 

The GoalsGetter Guide to Managed Funds

The GoalsGetter Guide to Managed Funds

Get our free guide to help you understand the basics of investing in Managed Funds.

Get the guide now

From our Info Centre

How to weather investment ups and downs

Short-term market swings seem designed to test our mettle. Here are a few strategies to remember to...

GoalsGetter Monthly Commentary March 2025

Global equity markets were weaker over March, giving up the gains from January and early February...

Future Focus - Navigating Global Investments in Uncertain Times

Hear from Johnny Russell, Investment Director of Global Equities based in Edinburgh, United...