Opportunities abound in undervalued market.
Global markets are convinced the interest rate tightening cycle is over and central banks will begin cutting rates as early as the June quarter of 2024. The reasoning is twofold: first, inflation is trending down, although still above long-term targets; and second, a sharp deterioration in economic activity is expected and a recession, whether a soft or hard landing, is possible. There could be an arm wrestle between equities and bonds in the June half.

Read more in our report today.

Key highlights of the report include:

  • Market and economic outlook for AU & NZ
  • Key challenges in Q1 2024
  • Market valuation overview
  • Top stock picks by sector for Q1 2024

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