Rebuilding American infrastructure: opportunities for growth

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Notes from RARE Infrastructure More spend on airports, roads, rail and water is likely to flow from the Trump Administration’s infrastructure reform. The acquisition of publicly owned assets by listed... Read more continue reading

Weekly market update – week ending 16 March, 2018

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Investment markets and key developments over the past week Share markets were a bit messy over the last week as worries about US trade barriers continued, particularly in relation to... Read more continue reading

Each country for itself

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Growth has made a comeback but each country already wants to take its own path. Unity is no longer on the cards and the world economy is fast going down a... Read more continue reading

When things are so good, they can’t get any better, they usually don’t: Principal on world economy  

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What happens after growth peaks? “A synchronized pick-up in global growth has been happening for some time. It started in early 2016 after the commodity rout ended, then gathered steam... Read more continue reading

Weekly market update – week ending 9 March, 2018

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Investment markets and key developments over the past week Despite a bit of volatility around the US tariff issue and the Italian election share markets bounced back over the last... Read more continue reading

Preparing for a market shift as volatility returns

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Volatility finally roared back to abnormally tame markets, but most institutional investors were already bracing for impact; their efforts to diversify and build durable portfolios should now pay off, according... Read more continue reading

Global macro economic commentary on the week ahead from Insight Investment

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Summary Next week attention will remain on the possibility of trade frictions while Italian elections, the Chinese National People’s Congress and US labour market data will also be closely watched.... Read more continue reading

Weekly market update – week ending 2 March, 2018

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Investment markets and key developments over the past week Share markets turned back down over the last week as inflation and Fed fears continued to ramp up on the back... Read more continue reading

Proposed US steel tariffs drive shares lower

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Economic and Financial Market developments US tariffs: The US dollar slumped and sharemarkets fell in response to news on proposed tariffs. What happened? US President Donald Trump has indicated that... Read more continue reading

First annual fall in Sydney home price in 5½ years

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Home prices; Manufacturing Home prices: The CoreLogic Home Value Index of capital city home prices fell by 0.3 per cent in February to stand 2.0 per cent higher over the year.... Read more continue reading