Natixis IM Solutions: Market review – June 2023

Attempts to catch the moments in markets when asset prices change direction is not only fraught with jeopardy, it also risks sitting on the sidelines holding cash for substantial periods of time.

Market bubbles are typically driven by unrealistic valuations and speculative activity. The question of whether we’re in bubble territory in 2024 hinges on the link between AI and the dominance of the Magnificent Seven.

Australia’s population is booming, but what are the societal, economic and investment implications of this growth?