In this session Tim examines the forces making the timing of the rate cut increasingly uncertain, from sticky services inflation, wage productivity and fiscal spend that is limiting the ability to ease monetary policy. Against this backdrop, what is the potential for the South Australian economy to continue to outperform given important structural differences? Longer term, potential tariffs in the US, a restrictive immigration in 2H25 may initially be inflationary, but for what consequences to growth? This will have important consequences for investment portfolio, and Tim provided key insights into how he is positioning client portfolio ahead of emerging mega trends including longevity, deglobalization and tech innovation.
2025
Monetary easing in an election year – Navigating the investment environment in an uncertain interest rate environment
Published Date: 3 Apr 2025
Details
- Published By: Tim Clark
- Published On:3 Apr 2025
- Event Name:SA Tax Forum
- Session Name:Monetary easing in an election year – Navigating the investment environment in an uncertain interest rate environment
- Read Time:3+ minutes
- Took place at:Pullman Adelaide
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2025
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