A timely look at what’s driving market volatility?

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December’s volatility is a final reminder that 2018 is shaping up much differently than 2017’s tranquil markets. Kathleen C. Gaffney, Director of Diversified Fixed Income at Eaton Vance Management, notes the... Read more continue reading

Australian housing – don’t panic

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Summary Over the past year Australian house prices have seen 12 consecutive months of decline, the longest streak of persistent falls in over 20 years. House prices are now ~4%... Read more continue reading

Weekly market update – week ending 7 December, 2018

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Investment markets and key developments over the past week The past week has been a roller coaster ride in equity markets. Shares initially rose on the positive outcome from the... Read more continue reading

Trade war truce gives Emerging Markets a “stay of execution”

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Emerging markets held a relief rally in the wake of the much-anticipated meeting between President Trump and Chinese President Xi Jinping at the G20 meeting in Buenos Aires. By agreeing... Read more continue reading

Populist government policy may impact property and equity markets in 2019

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While the current market cycle is mature, it is unlikely to enter a bear market recession in the next 12 months; however given it is later cycle, heightened focus on... Read more continue reading

The big issues of 2019

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For the past 17 years we have produced “The Big Issues” report – a report that has sought to highlight the issues that are expected to influence the economy over the forthcoming... Read more continue reading

Stop making sense: the state of volatility in markets

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Summary Volatility is back in a big way in 2018. A large increase in the VIX is showing an annual level not witnessed since 2007. The sell-off that started in... Read more continue reading

Confident Australian investors take a pragmatic approach to volatility: Legg Mason Global Investment Survey 2018

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Australian investors are more confident about the outlook for investment markets over the year ahead than their counterparts overseas, and a significant number see volatility as an opportunity, the latest... Read more continue reading

Insight Investment comments on World Bank Group’s new set of climate targets for 2021-2025

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The World Bank Group has announced a new set of climate targets for 2021-2025, doubling its current 5-year investments to around $200 billion in support for countries to take ambitious climate... Read more continue reading

Record profits; Petrol slides most in a decade

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Job Ads; Weekly Petrol prices; Business Indicator Profits: Company operating profits rose by 1.9 per cent in the September quarter to stand 13.5 per cent up on the year. Profits in... Read more continue reading