It now seems likely that FY25 will see a return to Australian earnings growth, after a growth hiatus over the last 12 months. Globally, earnings growth is already accelerating across Europe, Japan, and the US. This on-demand webinar is hosted by expert panel John Lockton, Head of Investment Strategy and Ryan McCaugherty, Research Analyst from Sandstone Insights, as they discuss factors driving this earnings growth resurgence.
The discussion will cover:
- The major economic indicator that’s now falling as fast as it rose.
- What is behind the US corporate earnings acceleration.
- What three reasons suggest a return to earnings growth in Australia.
- The concept of real interest rates and how to define them.
- Why Sandstone Insights believe that central banks can cut policy rates despite no signs of aggregate demand collapsing or a rapid acceleration in unemployment.
Duration: 60 min
CPD: 1.0
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