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ViewPoint: A habit of higher

  •   VanEck
  •   12 October 2023
  •      
  •   

Key Points

  • With a potential financial accident on the cards investors should focus on liquidity, balance sheets and cash flow
  • Higher wages, oil prices and a weaker Australian dollar will likely push up inflation again in coming months
  • Selectivity by asset class and securities, Gold should be considered as part of a portfolio and gold miners are currently good value
  • RBA needs to hike in November, with the upward movement of the yield curve it could be time to consider adding duration

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