Thoughts on the week ahead from Insight Investment

From

Summary Manufacturing and soft data from the US and eurozone remains strong, supporting our pro-cyclical stance Recently when central banks have tightened policy, currencies weakened post announcement due to the... Read more continue reading

RBA on hold for the 15th month in a row – likely to remain on hold out to late next year at least

From

Once again, no surprises from the Reserve Bank of Australia which left the official cash rate on hold at 1.5% for the 15th month in a row following its November... Read more continue reading

Higher oil prices spells bad news for motorists

From

Weekly petrol prices, Job advertisements, Monthly inflation, CPI reweighting Petrol: According to the Australian Institute of Petroleum, the national average Australian price of unleaded petrol fell by 2.1 cents last week... Read more continue reading

Weekly market update – week ending 3 November, 2018

From

Investment markets and key developments over the past week While US and Chinese shares slipped over the last week, Eurozone, Japanese and Australian shares pushed higher. The Australian All Ords... Read more continue reading

What Powell’s Fed nomination means for markets

From

Andrew Szczurowski,  Portfolio Manager, Global Income Group  and Eric Stein,  Co-Director of Global Income at Eaton Vance, a global investment manager believe “Powell as a perfect fit for President Trump’s pro-growth agenda, as... Read more continue reading

Another year, another Future2 Challenge!

From

The blurb says that “Mount Anne Circuit is one of the world’s great bushwalking challenges. It combines all the elements for a wilderness epic: a spectacular objective, sub alpine crags,... Read more continue reading

Weekly market update – week ending 27 October, 2017

From

Investment markets and key developments over the past week While US shares fell slightly over the last week on some mixed earnings results most share markets rose with Eurozone shares... Read more continue reading

Legg Mason on ‘Trumparound’

From

Legg Mason on ‘’ Legg Mason, a leading global fund manager, presents a global bond update. They comment: Global bond markets suffered a sharp turnaround, mostly driven by expectations that... Read more continue reading

Trump takes on US tax system – What’s it mean for investors? 

From

Since the election of President Trump in November last year, markets have had an on-again off-again love affair with the prospects for comprehensive tax reform. With both houses of Congress... Read more continue reading

Asset class review: thoughts on what markets are telling us and how to position a multi-asset portfolio

From

Political uncertainty is looming over financial markets. The spectre of further events on the Korean peninsula, the threat of a US debt crisis, and the ongoing Brexit negotiations all present... Read more continue reading