Economic Briefing 2024 seminar notes

Economic Briefings 2024 seminar notes

ASI recently held our popular Economic Briefings in Sydney and Perth and you now have the opportunity to access the presentation notes from both of the seminars.

Seminar presenters were Tony Morriss, Senior Director, Long Term Strategy, AustralianSuper and Mei Leong, Head of Market Analytics, InfraBuild. 

12-month look ahead at steel

Outlooks for local and international steel were explored at the ASI's Economic Briefing seminars. 

Tony Morriss (AustralianSuper) looks at the following topics:

  • what is happening to the global economy and investment markets – can the global economy avoid a recession, when will rates start being cut and why is China slowing so quickly?
  • outlook for the domestic economy in terms of rates, growth, inflation, the labour market, wages and housing.
  • how much structural change can we expect in the Australian economy and the steel sector over coming years due to the energy transition and population change?

Mei Leong (InfraBuild) presents the following:

  • economic conditions in the USA, Europe, China, India and Australia. 
  • external factors that are and will be impacting the global steel industry such as decarbonisation, CBAM, geopolitical issues and other factors. 
  • economic drivers that will impact the outlook for the residential, commercial and engineering construction sectors in Australia.

The seminar notes from the presentations will be in PDF format and are 29 pages (AustralianSuper) and 58 pages (InfraBuild). Once purchased, the seminar notes will be immediately available on your ASI dashboard.

Tony Morriss, AustralianSuper

Tony heads up research for AustralianSuper in long-run economic and investment trends for the asset allocation team, working on topics such as the energy transition, AI and population change.

He was head of AU & NZ Economics at Bank of America Merrill Lynch in Sydney and worked as head of rates and FX research for ANZ, was Chief Economist at NSW Treasury Corp and started his career in AU as a strategist at Bankers Trust. He has degrees in Economics & Politics from Exeter University in the UK and the College of William & Mary in Virginia USA.

Mei Leong, Head of Market Analytics, InfraBuild

Mei Leong is a member of the WorldSteel Raw Materials Committee and Expert Group. Mei’s responsibilities include analysing the global steel and raw materials markets, including identifying trends and formulating forecast prices. Mei has a Master in Business Administration, a Graduate Diploma in Marketing, a Bachelor of Electrcal and Electronics Engineering degree with Honours and a Diploma in Accounting.