2013 Australian large companies sector report released

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The yield thematic which has driven the strong returns of the Australian stock market over the past twelve months may have run its course, according to Zenith’s Australian Large Companies... Read more continue reading

Inevitable future inflation will favour resources…

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The resource sector continues to be under pressure despite the raging bull market in the US. Unfortunately the currently tepid recovery in the US. economy, as a serviced based economy,... Read more continue reading

CBA Economics: Retail trade subdued in May

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Retail trade grew by 0.1% in May to stand at a lacklustre 2.3% higher through the year. Spending was strongest at department stores and on clothing and footwear. Subdued retail... Read more continue reading

CommSec: Interest rates held steady…for now

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Reserve Bank Board meeting The Reserve Bank Board has left the official cash rate at 2.75 per cent for the second straight month. In May the RBA cut the cash... Read more continue reading

Banks the canary in the coalmine when it comes to bonds

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Positive outlook in Asia while Europe, UK lag When it comes to the outlook for bond investing, the Asian story continues to appeal. And the banks are playing a starring... Read more continue reading

Exit, entry and overshoot: 2013 outlook mid-year update

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Ever-larger doses of monetary stimulus, spiced with a touch of complacency about risk, have driven up asset values around the world, while June’s market volatility provided a reality check for... Read more continue reading

The year that was: 2012/13

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Commsec has released its review of the 2012/13 financial year highlights. In summary: The European debt crisis eased in the early part of 2012/13, after the European Central Bank acted... Read more continue reading

Keep the faith: bullion prices look set for recovery

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The world of bullion and, in particular, gold can be puzzling at times. As I sit in Vancouver to write this commentary, gold is down $31 today to $1,384, silver... Read more continue reading

Household wealth levels hit record highs

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In summary Wealthier: Net household financial wealth per capita rose from $73,352 to $75,955 in the March quarter. up 22.1 per cent over the past year and up 14.6 per cent... Read more continue reading

Speed of $A fall surprises, says manager

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The fall in the $A is not surprising over the previous six months however the speed of the correction was somewhat surprising, a leading fund manager says. Pengana Capital emerging... Read more continue reading