May 2024 Summary:

This month Cameron and Andrew walk through the economic and market events of May.

We continued to see more volatility markets, as the central banks around the world grapple with the direction of interest rates.

We also discussed the changing nature of the Australian economy over the last decade, and how population changes has shaped our various economic sectors.

As we have been saying for the last few months, 'where to from here' will be data dependent, and largely driven by interest rate expectations.

Link to youTube - https://www.youtube.com/watch?v=7fQse_tgRLA

Link to the Monthly Update Slide Deck - https://tinyurl.com/25mqj5zp