The attached note covers the main questions investors commonly have regarding the investment outlook in a simple Q&A format.
The key points are as follows:
- Inflation will likely slow later this year but remain well above pre-pandemic levels over the medium term.
- Wages growth is likely to pick up to 3% this year.
- A Russian invasion of Ukraine risks a short term hit to shares followed by recovery over the next 3 to 12 months.
- Australian home prices are likely to peak later this year followed by falls into 2024.