CIO Insights

Readers of our columns over many years will have heard us talking about the importance of diversification. Whether an individual fund selecting its assets, or an individual investor selecting a wide array of investments to perform at all points across the economic cycle, diversification matters.

Last week, the Reserve Bank of Australia (RBA) released its updated Statement on Monetary Policy (SoMP).

The eyes of the financial world remain squarely fixed on inflation and the response of central banks. As we have highlighted in previous editions of this newsletter, the pace of the return of inflation to target range remains the central figure which will drive economic outcomes through 2023 and into 2024.

July 2023 – Each month, La Trobe Financial produces a series of short videos.  Watch now to stay up to date with our business, our portfolios and what we are seeing in the economy. This month, we provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.