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It’s the economy, stupid: a look inside investors’ minds

Stockbrokers fight like cats over trades and clients. Their conferences are just as competitive, with plenty of pressure to come up with interesting ideas.

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What’s on investors’ minds? Check out this week’s big investor conference.

The first four panels are all about the macroeconomy: the US Federal Reserve; Australia’s energy transition and its impact on inflation and interest rates; Future Fund chairman Peter Costello; and the Reserve Bank’s economics unit boss, Marion Kohler, on her outlook for the local economy.

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Anthony Macdonald is a Chanticleer columnist. He is a former Street Talk co-editor and has 10 years' experience as a business journalist and worked at PwC, auditing and advising financial services companies. Connect with Anthony on Twitter. Email Anthony at a.macdonald@afr.com

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    Original URL: https://www.afr.com/link/follow-20180101-p5ejbm