Are bonds in a bubble?

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Outside of the troubled countries in Europe, government bond yields in developed countries have fallen to generational and in some cases record lows. Reflecting the capital gains that are generated... Read more continue reading

Weekly market & economic update

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The key development over the last week was that manufacturing business conditions indicators, or PMIs, in the US, Europe, Japan, China, India and even Australia all rose in January providing... Read more continue reading

Challenging times for small cap IPO market

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Small cap companies continued to provide the majority of initial public offering (IPO) activity in 2011, with an increased number listing during the year compared to the last three years. ... Read more continue reading

Seasonal businesses blow hot & cold

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Seasonal businesses rely on ‘normal’ weather conditions. In simple terms, in summer it needs to be hot and in winter in needs to be cold. But for those businesses relying... Read more continue reading

Global economy looking a little less scary

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The past few weeks have been interesting. Sovereign rating downgrades in Europe have intensified. The World Bank and now the International Monetary Fund (IMF) have slashed their growth forecasts for... Read more continue reading

Jobs: the winners & losers

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The Hunter region of NSW had the lowest unemployment rate in the nation over 2011 averaging 2.3 per cent while the Far North of Queensland had the highest jobless rate,... Read more continue reading

Equities good value but markets will probably underestimate the risks again

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Equities remain at attractive valuations, though not outstandingly so, but markets are almost certainly underestimating the risks to markets this year as they did in 2011, van Eyk Head of... Read more continue reading

Weekly market & economic update

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The past week saw share markets and other risk related trades supported by a combination of favourable economic data in the US and Europe, good profit results in the US... Read more continue reading

Lowest inflation reading in 3 years

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The Consumer Price Index – the main measure of inflation in Australia – was unchanged in the December quarter. It was the lowest quarterly inflation reading for three years. In... Read more continue reading

Global and emerging market outlooks for 2012

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What is the outlook for global versus emerging markets? Amit Lodha, Portfolio Manager of the Fidelity Global Equities Fund – “I expect global economic growth to remain muted in 2012,... Read more continue reading