Volatility creates opportunity

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Overview The UK referendum on European Union membership has introduced political and economic uncertainty across Europe. It is unclear what the UK relationship with Europe will be in future, and... Read more continue reading

Weekly market update – week ending 2 September, 2016

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Investment markets and key developments over the past week While Japanese shares rose solidly over the last week helped by talk of more monetary easing and a fall in the... Read more continue reading

Weekly market update – week ending 26 August, 2016

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Investment markets and key developments over the past week While Eurozone shares rose 1.2% over the last week US shares fell 0.7%, Australian shares lost 0.2%, Japanese shares fell 1.1%... Read more continue reading

Election jitters flatten spending

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Commonwealth Bank Business Sales Index The Commonwealth Bank Business Sales Indicator (BSI) – a measure of economy-wide spending – was little-changed in July but was more mixed across industries. The... Read more continue reading

Weekly market update – week ending 19 August, 2016

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Investment markets and key developments over the past week Shares were mixed over the last week with European, Japanese and Australian shares down but US and Chinese shares up. Bond... Read more continue reading

Wages outpace prices by largest margin in 3½-years

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Wage price index Wage growth at record low: The wage price index rose by 0.5 per cent June quarter after a similar rise in the March quarter. Annual wage growth... Read more continue reading

The constrained medium term return outlook

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Key points Low and falling investment yields from most major asset classes point to a constrained medium term return outlook. For a diversified mix of assets, this has now fallen... Read more continue reading

Public capital investment – more bark than bite?

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Public investment has been trending down as a share of GDP since mid‑2010. But analysis of the 2016/17 State and Federal Budgets shows that public sector investment is likely to... Read more continue reading

Sydney petrol at 11-year lows

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Weekly petrol prices Retail petrol: According to the Australian Institute of Petroleum, the national average Australian price of unleaded petrol fell by 3.2 cents per litre to 111.2 cents per... Read more continue reading

Weekly market update – week ending 12 August, 2016

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Investment markets and key developments over the past week Shares moved higher again over the last week with US shares hitting new record highs, Eurozone shares hitting their highest since... Read more continue reading