Trump’s Tax Cut and Jobs Act combined with unprecedented global growth will boost global share markets in 2018

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The timing of President Trump’s Tax Cut and Jobs Act – coinciding with the most synchronised global economic recovery since the 1950s – will boost company earnings globally during 2018,... Read more continue reading

Don’t ring the bell yet – Market Outlook 2018

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Despite the recent market volatility, don’t believe the rally that began in 2009 is over.  However, this rally is one of the longest and largest on record, pushing valuations to... Read more continue reading

Outlook 2018: Australian market outlook

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Reflection on 2017 In early 2017, I suggested a total return of 12-15% was a reasonable expectation given the rotation from defensive, secular growth and bond-sensitive stocks towards the cyclical... Read more continue reading

National property listings drop in January, asking prices rise

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Figures released yesterday by SQM Research reveal national residential listings dropped in January 2018 by 4.8% to 303,901, as homeowners took a break and enjoyed summer holidays. But over the... Read more continue reading

Weekly market update – week ending 2 February, 2018

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Investment markets and key developments over the past week After a strong start to the year global shares came under pressure over the last week as bond yields rose further... Read more continue reading

Insight’s Global economic outlook for the week – as at 30 January, 2017

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The following are thoughts on the week ahead from Steve Waddington, portfolio manager in the multi-asset team at Insight Investment a leading global investment manager. FOMC meeting: a key focus... Read more continue reading

CommSec State of the States – January 2018

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Overall Results How are Australia’s states and territories performing? Each quarter CommSec attempts to find out by analysing eight key indicators: economic growth; retail spending; business investment; unemployment; construction work... Read more continue reading

Weekly market update – week ending 25 January, 2018

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Investment markets and key developments over the past week Share markets were mixed over the last week with US shares reaching record highs helped by good earnings news and gains... Read more continue reading

Unemployment 2017: Winners and losers

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Labour Force Regional unemployment: Unemployment rates vary significantly across regional Australia. Remote regions of the country such as Outback Queensland had the highest unemployment rate of 12.8 per cent in December.... Read more continue reading

Oliver’s Insights: 2018 – a list of lists regarding the macro investment outlook

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Introduction Although 2017 saw the usual worry list – around President Trump, elections in Europe, China, North Korea and Australian property – it was good for investors. Balanced super funds... Read more continue reading