Where in the world now?

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With the European Central Bank’s big liquidity injections behind us, a predominant concern among investors has been a fear that the rally in equities might be running out of steam.... Read more continue reading

Beware the black holes in the world’s financial system

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Investors need to be cautious of possible black holes in the world’s financial system, van Eyk’s  Head of Research John O’Brien told the van Eyk annual conference in Sydney on... Read more continue reading

The van Eyk Conference: Global equities not cheap

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Global equities are not cheap, despite the claims by many market analysts, because earnings forecasts are much too high, hedge fund manager Dr Jamil Baz told delegates at the van... Read more continue reading

RBA: Cautiously optimistic as downside risks diminish

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The RBA Board minutes note a modest improvement in global economic conditions, which gave the RBA reason to feel cautiously optimistic about the current economic landscape Reserve Bank Board members conceded... Read more continue reading

Upbeat RBA Governor bemused by gloomy Aussies

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The Reserve Bank Governor delivered a speech in Hong Kong titled “Economic Conditions and Prospects”. The speech was largely a sell of the Australian economy whilst highlighting the challenges that... Read more continue reading

Should you buy Australian equities now?

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Some of the best times to buy are when you don’t feel like buying, says fund manager Fidelity Worldwide Investment. When you compare asset classes, Australian equities are looking better... Read more continue reading

Can the rise in US equities continue?

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US economic data points to a broadening US recovery. Fourth quarter GDP growth has been revised up to 3%, US consumer confidence has risen sharply and the labour market is... Read more continue reading

Weekly economic & market report

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The past week saw a distinct contrast between strong US economic data and a more optimistic Fed driving US shares and most global share markets higher, but comments from Chinese... Read more continue reading

Fact or fiction: RBA Bulletin exposes the myths

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Sometimes it takes thoughtful articles by a truly independent party to put things in perspective. And that is the real value of the Reserve Bank Bulletin – well qualified economists,... Read more continue reading

Ultimate contrarian – should you invest in Europe now?

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European equities have been laggards since the financial crisis. One only has to read the news headlines to understand that the weight of the region’s debt hangs heavy around its... Read more continue reading