Weekly market update – week ending 30 November 2018

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Investment markets and key developments over the past week US shares rose 4.8% over the last week, their strongest week December since 2011, helped by increasing signs from the Fed... Read more continue reading

Slower global growth may mean taking the long view

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Global equities face a more uncertain year ahead. Nothing looks likely to drive stocks sharply lower for an extended stretch, but we see few positive economic or earnings surprises on... Read more continue reading

Biggest upgrade to investment plans in 19 years

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Business investment Investment falls: New business investment (spending on buildings and equipment) fell by 0.5 per cent in the September quarter to be down 0.6 per cent over the year.... Read more continue reading

No signs of flagging in consumer confidence

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Consumer sentiment Consumer sentiment: The ANZ-Roy Morgan consumer confidence rating rose by 0.7 per cent to 118.6 in the past week. The index is well above the average of 114.2... Read more continue reading

Insight Investment’s global economic outlook for the week ahead (week beginning 26 November 2018)

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Outlook On the data front, the German IFO survey (Monday) will be closely watched, given the recent weakness in the country’s manufacturing sector. While the end of the week sees... Read more continue reading

Federal Budget in best shape for a decade

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Monthly Financial Statements Budget continues to improve: In the twelve months to October 2018, the Budget deficit stood at $2,345 million (less than 0.2 per cent of GDP) and down from... Read more continue reading

Weekly market update – week ending 23 November, 2018

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Investment markets and key developments over the past week Share markets remained under pressure over the last week with many falling back to or below their late October lows on... Read more continue reading

Insight Investment comments on the new Mexican president

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Rob Simpson, emerging market fixed income portfolio manager at Insight Investment, part of BNY Mellon IM says: “When Obrador (AMLO) was elected the next president of Mexico last summer, investors... Read more continue reading

Mapping markets: Insight Investment reviews the global fixed interest sector

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China the outlier in U.S. trade war negotiations “Although the US economy is expanding at a firm rate, global trade has been a significant concern for investors particularly as growth... Read more continue reading

Solid run of spending growth continues

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Commonwealth Bank Business Sales Index The Commonwealth Bank Business Sales Indicator (BSI), a measure of economy-wide spending, rose by 0.7 per cent in trend terms in October – the 20th month... Read more continue reading