Australia’s messy 2016 election

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Key points The Australian Federal election has delivered a messy result suggesting an even more difficult Senate for the Coalition if it is able to form government and the risk... Read more continue reading

Weekly market update – week ending 1 July, 2016

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Investment markets and key developments over the past week Share markets rebounded over the past week as worries about Brexit leading to global financial and economic chaos faded somewhat. Despite... Read more continue reading

New home sales: Back to back declines

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New home sales New home sales ease: New home sales declined by 4.4 per cent in May after falling by 4.7 per cent in April. The decline reflected a fall... Read more continue reading

Mind the gaps (although they are small at this juncture)

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The surprise outcome of last Thursday’s Brexit vote caught many investors flat-footed. Global central bankers and others charged with liquidity management, however, have merely lifted an eyebrow. In part, this... Read more continue reading

Brexit wins – implications for the world, Australia and investors

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Key points The vote by Britain to leave the European Union poses risks for UK, European and global financial and economic stability that may linger for a while. However, it... Read more continue reading

Weekly Market update – week ending 26 June 2016

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Investment markets and key developments over the past week Britain votes to Leave the European Union. The past week has been dominated by first the anticipation that Britain would vote... Read more continue reading

Countdown to Brexit: What you need to know

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Today, Britain will vote on whether or not to leave the European Union. Given the deep economic ties between Britain and the EU, “Brexit” would have implications across the global... Read more continue reading

Time to limit the Brexit negativity

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A Brexit vote this Thursday in favour of leaving the EU is most likely to have a negative impact on markets believes a leading fund manager. However, it might not... Read more continue reading

Year in Review 2015/16: Solid growth, low inflation

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Economic & financial perspectives Flat year for shares: Total returns on Australian shares (All Ordinaries Accumulation index) are currently up 0.6 per cent over 2015/16 (20-year average +10.8 per cent).... Read more continue reading

The political pendulum swings to left – implications for medium term investment returns

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Key points The success of Trump and Sanders in the US, the close Brexit vote and the Australian Federal Election campaign suggest median voters have shifted to the left and... Read more continue reading