Weekly economic and market update – week ending 19 July, 2024

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Investment markets and key developments Share markets mostly fell over the last week with tech stocks remaining under pressure, US political uncertainty starting to creep in, a lack of new... Read more continue reading

Australian shares at new record highs – is it sustainable?

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Key points With Australian shares reaching a new record high we have revised up our slightly our expectations for the ASX 200 this year (from 7900 to 8100) reflecting prospects... Read more continue reading

Weekly economic and market update – week ending 12 July, 2024

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Investment markets and key developments Share markets mostly rose again over the last week with US, Japanese and Australian shares hitting record highs as expectations for Fed rates by September... Read more continue reading

The five reasons why the $A is likely to rise further – if recession is avoided  

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Key points After a soft patch since 2021, there is good reason to expect the $A to rise into next year: it’s undervalued; interest rate differentials look likely to shift... Read more continue reading

Weekly economic and market update – week ending 5 July 2024

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Investment markets and key developments Share markets mostly rose over the last week, with US shares buoyed by increasing confidence in Fed rate cuts this year and strength in tech... Read more continue reading

RBA: tilting to tightening

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I’m not sure that there was a lot of information in the Reserve Bank of Australia (RBA) June minutes released on Tuesday. The minutes are best viewed as the reasoning... Read more continue reading

2023-24 saw strong investment returns again – but can it continue?

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Key points 2023-24 provided another year of strong returns for investors as shares were boosted by falling inflation, central banks pivoting towards rate cuts (although is RBA is lagging) and... Read more continue reading

Weekly economic and market update – week ending 28 June, 2024

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Investment markets and key developments Share markets were mixed over the last week. US shares rose, recovering from a brief pull back in tech stocks led by Nvidia, as economic... Read more continue reading

The 9 most important things I have learned about investing over 40 years

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Key points My nine most important lessons from investing over the past 40 years are: there is always a cycle; the crowd gets it wrong at extremes; what you pay... Read more continue reading

Weekly economic and market update – week ending 21 June, 2024

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Investment markets and key developments Share markets were mixed over the last week. US shares pushed higher helped by tech and AI optimism. Eurozone shares recovered some of their losses... Read more continue reading