Author: Capstone FP

Where is the recession

Where is the recession

Key points A progress report on inflation: Inflation appears to have peaked, led by improvements in core goods prices and rate sensitive sectors like housing. The policy focus has shifted…
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Credit risk in focus amid bank tumult

Credit risk in focus amid bank tumult

Key views Tightening financial conditions and a return of credit risk have reinforced our risk-off stance. The Credit Suisse deal highlights policymaker actions are negative for bank shareholders and some…
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The opportunities in energy transition

The opportunities in energy transition

After the wild ride experienced by investors in 2022, Perpetual’s Deputy Head of Equities, Anthony Aboud is seeing opportunities in high quality companies which have traditionally been classified as growth…
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What causes market movements?

What causes market movements?

When the news is filled with headlines about market movements, it’s normal to feel a bit anxious. Here are three things to keep in mind the next time share markets…
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The 2023-24 Budget

The 2023-24 Budget

Return to surplus with fastest improvement since end of WW2, cost of living help but structural deficits remain (albeit smaller). Key points The budget this year is expected to return…
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Say goodbye to tax troubles

Say goodbye to tax troubles

Do you find yourself drowning in random receipts when EOFY comes around? Learn to lodge your tax return the easy way with these last minute and longer term tax hacks.…
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