A new secular bull market in shares is close

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The attached edition of Oliver’s Insights looks at the prospects for a new long term or secular bull market in shares. The key points are as follows: After being in... Read more continue reading

Scramble for yield favours high income global equities

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If investor sentiment in 2012 was characterised by a flight to the safe haven of cash and bonds, 2013 is likely present new and different challenges, as interest rates remain... Read more continue reading

Oliver’s Insights – What’s the chance of a bond crash?

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This edition of Oliver’s Insights looks at the outlook for government bonds and specifically the risk of a 1994 style bond crash. The key points are as follows: Sovereign bonds... Read more continue reading

Australian equities attractive long term but risk in home country bias

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Australia’s strong economic position post the financial crisis has generated positive returns for investors during the past 12 months however, headwinds in 2013 will mean lower returns for investors with... Read more continue reading

Sharemarket lifts as dark clouds dissipate

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A stellar start to 2013…the S&P/ASX 200 has lifted by 8.3 per cent in the first 48 days of 2013. If the sharemarket keeps up this pace, it will rise... Read more continue reading

van Eyk:Beware New Year crystal ball gazing

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Financial advisers and investors should think carefully before acting on the latest round of New Year predictions for economies and markets, van Eyk Head of Strategic Research Jonathan Ramsay cautions. ... Read more continue reading

The US is imposing austerity

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Portugal’s President Anibal Cavaco Silva warns about the great threat his country faces; the spending cuts and tax increases imposed by Portugal’s rescuers. He warns that the austerity conditions tied... Read more continue reading

Global investing: the world is now a better place

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  The world is now a better place to invest from an equity perspective than it has been since the Global Financial Crisis (GFC), according to US-based, global investment manager,... Read more continue reading

Does the Year of the Snake really sssspell disaster for stock markets?

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 It’s Chinese New Year and as the Year of Dragon gives way to the Year of the Snake, superstitious investment managers are no doubt harbouring feelings of trepidation.  After all, according... Read more continue reading

A new bull market in shares?

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After recent strong gains, shares are overbought and vulnerable to a correction. February is often a soft month with risks regarding Italy, Spain, the US budget and earnings results in... Read more continue reading