Weekly market update – week ending 7 July, 2017

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Investment markets and key developments over the past week Global share markets were messy again over the last week as bond yields backed up further continuing the latest “taper tantrum”... Read more continue reading

From goldilocks to taper tantrum 2.0 – a bit of turbulence hits bonds (and shares) – three reasons not to be too fussed

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Key points Central banks beyond the US are edging towards an exit from easy money. This is likely to cause bouts of volatility in shares and a rising trend in... Read more continue reading

In Review 2016/17: Remarkable for being unremarkable

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Economic & financial perspectives Good year for shares: Total returns on Australian shares (All Ordinaries Accumulation index) came in at 13.1 per cent over 2016/17 (20-year average +10.8 per cent)... Read more continue reading

Weekly market update – week ending 30 June, 2017

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Investment markets and key developments over the past week Global share markets had a rough ride over the last week as somewhat more hawkish comments from central banks weighed and... Read more continue reading

US investment market commentary

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Steve Merlicek, IOOF’s Chief Investment Officer, recently spent a week in Washington DC meeting with a number of economic strategists and think-tanks discussing investment trends. While traveling, the hot topic... Read more continue reading

Soggy sentiment; Construction corrects

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Consumer sentiment; Engineering construction Consumer confidence eases: The weekly ANZ/Roy Morgan consumer confidence rating eased from 112.4 to a 5-week low of 111.8 in the week to June 25. Engineering... Read more continue reading

Fastest population growth in three years

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Population estimates; Census data Population: Australia’s population expanded by 372,805 people over the year to December 2016 to 24,385,625 people. Overall, Australia’s annual population growth rate rose from 1.547 per... Read more continue reading

Weekly market update – week ending 24 June, 2017

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Investment markets and key developments over the past week Global shares mostly rose over the last week, despite falls in energy shares, as economic data was mostly good and there... Read more continue reading

Weekly market update – week ending 16 July, 2017

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Investment markets and key developments over the past week Share markets were mixed over the last week with US shares up fractionally despite tech stocks remaining a drag but Eurozone,... Read more continue reading

Where did the Trump trade go? Eaton Vance looks at reasons why the Trump trade has faltered

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The markets showed a clear pattern in the weeks following President Donald Trump’s election victory: stocks rallied, Treasury yields rose and the U.S. dollar strengthened. Some investors and commentators called... Read more continue reading