Global CIO warns: Passive is a crowded trade – regime changes play into the hands of active investors

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With markets responding favourably to the rhetoric emanating from the new Trump administration, choosing a passive approach to investing could prove hazardous, according to global equities specialist Ariel Investments. Speaking... Read more continue reading

Trump’s First Month: The Global Impact

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On January 20, 2017, Donald J Trump was inaugurated as the 45th U.S. president. The implications of his subsequent actions vary across the globe. Principal Global Investors’ Chief Global Economist... Read more continue reading

The pace of Trump’s policy agenda: Three big ‘Ifs’

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It’s hard to believe that U.S. President Donald Trump has only been in office for a month, given the dizzying activity in Washington. Yet our observations from before the inauguration... Read more continue reading

Reserve Bank & consumers fixated on petrol

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Reserve Bank Board minutes; Consumer confidence Reserve Bank Board minutes: The minutes from the February 7 Board meeting show that the Reserve Bank believes that wage and price inflation have... Read more continue reading

Weekly market update – week ending 17 February, 2017

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Investment markets and key developments over the past week Most major share markets continued to move higher over the past week helped by more good economic and profit news and... Read more continue reading

Greece again

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Indraneel Karlekar, PhD, Managing Director Global Research & Strategy at Principal Global Investors says its “back to business as usual” with Greek debt. After a period of relative calm, its... Read more continue reading

Weekly market update – week ending 10 February, 2017

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Investment markets and key developments over the past week Global share markets rose over the last week helped by a combination of good economic data and announcements from President Trump... Read more continue reading

Aussies spend up on clothes, take-away food

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Economic trends & issues The Australian Bureau of Statistics (ABS) released retail spending data for December on Monday. CommSec obtained detailed spending data from the ABS in nominal and real... Read more continue reading

Weekly market update – week ending 3 February, 2017

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Investment markets and key developments over the past week Trump jitters dominated markets over the last week with his 90 day travel ban and reports of belligerent phone conversations with... Read more continue reading

Wall of worry: Mexico and Central America in a Trump era

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President-elect Donald Trump’s opposition to the North American Free Trade Agreement and his stated intention to deport millions of illegal immigrants, if carried out, would have serious economic consequences for... Read more continue reading