Lowdown on the global growth slowdown from Principal Global Investors

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Market outlook: Is the monster rally over? “Last month, I suggested the odds favored another market downdraft, something approaching December’s lows. Didn’t happen; stocks kept roaring higher. The S&P 500... Read more continue reading

Aussie economy grows for 31 consecutive quarters

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National accounts Record expansion: Australia’s record economic expansion is now well into its 28th year. The Australian economy grew by 0.2 per cent in the December quarter (survey: +0.3 per cent) after... Read more continue reading

Property listings increase in February 2019 – Asking prices continue to decline in most States

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Figures released yesterday by SQM Research reveal national residential listings increased by 4.6% in February 2019 to 343,190 from 328,089 in January 2019 as homeowners re-emerged from the summer break... Read more continue reading

Consumers’ inflation expectations near record low – CBA services sector activity hits record low

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Consumer sentiment; Services sector Consumer confidence: The weekly ANZ-Roy Morgan consumer confidence rating rose by 0.6 per cent to 114.8 points. Consumer sentiment is above the average of 114.4 points held... Read more continue reading

Record company profits; Best sales in a decade

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Business Indicators; International aviation; Building approvals; Job Ads Profits: Company operating profits rose for the sixth straight quarter, up 0.8 per cent in the December quarter. Profits were up 10.5 per... Read more continue reading

Weekly market update – week ending 1 March, 2019

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Investment markets and key developments over the past week While US shares fell slightly over the last week with geopolitical noise not helping other major share markets including Australian shares... Read more continue reading

What we’ve learned so far, this reporting season – Proposed franking changes front of mind

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Australia’s semi-annual reporting season is almost coming to an end. Profit results are being clouded by negative sentiment on politics, financial conditions and house prices. “But politics is also creating... Read more continue reading

Reporting season wrap: where to now for investors

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The ASX was up strongly in February, indicating a positive investor reaction to reporting season, says Julian Beaumont, investor director with BAEP. “The market mood was somewhat nervous leading into... Read more continue reading

Weekly market update – week ending 22 February, 2019

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Investment markets and key developments over the past week While US shares were little changed over the last week other major markets saw solid gains helped by good news on... Read more continue reading

The race of our lives

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GMO’s Jeremy Grantham and Lucas White believe we’ve reached the fork in the road when it comes to our ability to mitigate climate change risks in 2018 and beyond. In... Read more continue reading