Wage growth lifts from lows; Watchful consumers

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Wage Price Index; Consumer confidence Consumer confidence: The Westpac/Melbourne Institute survey of consumer sentiment fell by 1.7 per cent in November after lifting 3.6 per cent in October and rising... Read more continue reading

Thoughts on the week ahead from Steve Waddington at Insight Investment – as at 14 November, 2017

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After a relatively calm week in terms of releases, this week is packed with inflation announcements. In addition to the key US consumer price index (CPI) report on Wednesday, we... Read more continue reading

Jerome Powell a “continuity candidate”, says Principal Global Investors 

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Meet the new boss “Two days after the actual Federal Open Market Committee (FOMC) meeting, President Trump officially nominated Jerome Powell to be the new Fed chair, replacing Janet Yellen... Read more continue reading

Weekly market update – week ending 10 November, 2017

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Investment markets and key developments over the past week Share markets were mixed over the last week with US and Eurozone shares down a bit partly due to US tax... Read more continue reading

IMF too optimistic on EM debt, says Eaton Vance

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Investors may be wise to take with a grain of salt the International Monetary Fund’s latest projections about the sustainability of emerging market (EM) debt levels, says the global investment... Read more continue reading

Will passive save active?

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This month, instead of a market rehash, we’ll turn to the ever-popular active vs. passive debate. Our objective is not to argue that one is better than the other –... Read more continue reading

The medium term investment return outlook remains constrained

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Key points A further fall in investment yields across most major asset classes points to a constrained medium term return outlook. For a diversified mix of assets, this has now... Read more continue reading

Engineering construction at 10-year highs

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Consumer sentiment; Construction activity Consumer confidence: The weekly ANZ/Roy Morgan consumer confidence rating fell by 0.7 per cent last week to 112.6 after rising 0.1 per cent in the prior week.... Read more continue reading

Thoughts on the week ahead from Insight Investment

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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

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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