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
30 Jun 2016

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
28 Jun 2016

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
27 Jun 2016

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
23 Jun 2016

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
22 Jun 2016

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
21 Jun 2016

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
21 Jun 2016

Weekly market update – week ending 17 June, 2016

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The past week has been dominated by Brexit worries which pushed down most share markets and combined with a very dovish US Federal Reserve pushed bond yields down as well.... Read more continue reading
20 Jun 2016

Fed statement: In Yellen we trust – But markets must verify

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Anticipating the Fed statement yesterday, I wanted to see how the FOMC (Federal Open Market Committee) would address the key questions it needs to answer before deciding when next to... Read more continue reading
17 Jun 2016

Steady as you go on the job front

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Labour force Employment rose by 17,900 in May after rising by just 900 people in April (previously reported as a rise in jobs of 10,800). Full-time jobs were unchanged while... Read more continue reading
17 Jun 2016