Adviser Research Centre: 2020 in review

Risks of recession have just gone up, while the standard of living could go down.

What we know and don’t know about the impact of the tariffs.

With the Australian market briefly entering correction territory, has it become more attractive?

Inflation impact will depend on the scope of tariffs, fiscal policy, and the Fed’s response.

A bear market in AI stocks leads to more attractive valuations.

The structural forces that powered iron ore through the last two decades look to have run their course.