Key points Worries about the US trade wars and global growth are continuing to cause volatility in investment markets. While the risks have increased, we remain of the view that recession is unlikely. Share markets may still fall further on trade war fears and this...
Market and Economic overview Australia The Reserve Bank of Australia lowered interest rates in June by 25 basis points to 1.25 per cent, and again in July by a further 25 basis points - moving the official cash rate to 1.00%. In a July speech, the...
Key points 2018-19 saw solid returns for diversified investors, helped by a sharp rise in share markets in the last six months & solid returns from most assets, except cash. Key lessons for investors from the last financial year were to: turn down the noise...
While the count continues to confirm whether the Coalition will hold a majority it is now clear that the Coalition will form Government. As such it may be an opportune time to review some of the major positions that the Coalition announced and what they...
Market and Economic overview Australia Q1 2019 inflation data were released and came in well below consensus expectations. CPI was unchanged in the first three months of 2019 and the annual pace declined to 1.3%. With inflation so far below the RBA’s 2.0% to 3.0% target...
Market and Economic overview Australia Economic data continues to paint a mixed picture of the domestic economy. The manufacturing PMI survey – a useful gauge of activity levels in the sector – came in below the 50 level; indicating challenging conditions. Job advertisements have also been...
Key points 2018 saw reasonable global economic and profit growth and still low interest rates - but it has been a rough year for investors with worries about the Fed, trade wars and global growth causing volatility and poor returns. 2019 is unlikely to see...
Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments. In times like these, it is important to understand the causes of market movements and how to minimise your risk. Why do markets move...
A ‘black swan’ refers to an event or occurrence that deviates beyond what is normally expected of a situation and is extremely difficult to predict. Brexit arguably is a 'black swan' that, paradoxically, has taken years to unfold. Despite this, we still do not know what...
Market and Economic overview Australia CPI rose 0.4% in the September, but the annual pace of Australian inflation has slowed to 1.9%. This reduces the likelihood of policy tightening by the Reserve Bank of Australia. For now, official interest rates remain at 1.50%, where they have...
