Oliver’s Insights: Debt – how does Australia compare?

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This edition of Oliver’s Insights looks at total debt outstanding across major countries to see how Australia compares. The key points are as follows: Australia has a low level of... Read more continue reading

Market opportunities – cyclical or structural?

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When looking at Australian stocks to determine their investment prospects, today and tomorrow, it is also important to look at how they are being impacted by shifts within the Australian... Read more continue reading

Principal Global Investors 2012 Q3 Equity Market Recap

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According to the 2012 Q3 Equity Market Recap, global equity investors have enjoyed solid gains across the majority of countries and economic sectors. Framing the equity results in the US,... Read more continue reading

FY12 reporting season meets low expectations

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The 2012 financial reporting season was not as bad as some investors had feared with investor’s expectations having been largely reset, according to the Goldman Sachs Asset Management Australian Equities... Read more continue reading

Five ways investors can ride the QE3 stimulus

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“This is a watershed moment for markets,” says Tom Stevenson, Investment Director at Fidelity Worldwide Investment. “The third slug of monetary stimulus from the US Federal Reserve Bank came just... Read more continue reading

House prices up, as first home buyers return to the market

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Median house prices across Australia’s capital cities have increased over the June quarter by 1.4 per cent, with other dwellings up 0.6 percent, according to the latest data from the... Read more continue reading

Darkest before the dawn

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Is the recent pick-up in several major stock markets more than just another short-lived rally? The latest headlines are not often the best indicator of the direction of the market,... Read more continue reading

The role of fixed interest misunderstood

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It is becoming apparent that investors do not really understand the role of fixed interest in a portfolio and the benefits it brings, says Bill Bovingdon, chief investment officer of... Read more continue reading

Assessment of the announcement by the European Central Bank

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The European Central Bank’s (ECB) new ‘Outright Monetary Transactions’ (OMT) program will enable the ECB to make unlimited, sterilised purchases of sovereign bonds in the secondary market. This latest move... Read more continue reading

Australians at risk of underinvestment in Asia

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Despite Australia’s economic involvement with Asia, and indeed reliance on the region, Australians are underinvested there, David Bryant, chief executive officer of Australian Unity Investments (AUI), has warned. “Not having... Read more continue reading