Threadneedle Investment Strategy Update April 2011

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Risk assets have absorbed an awful lot of bad news over the past month and their resilience can be ascribed partly to the attractive valuations that have long underpinned our... Read more continue reading

Investor Signposts: Week Beginning April 17 2011

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Upcoming economic and financial market events x The big picture Aussie businesses have to cope with a lot. The global environment has been far from stable in recent years, what with... Read more continue reading

Lending at 5-year low; Petrol at 30-month high

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Lending finance Lending slumped in February. Total lending finance fell by 5.7 per cent in February after sliding by 6.1 per cent in January. Lending totalled $49.3 billion in February –... Read more continue reading

Jobs up, but slowdown clear over time

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Labour force Employment rebounded in March, lifting by 37,800 people. Economists had tipped job gains of 20,000 (range from +5,000 to +30,000 jobs). The February result was revised to show job... Read more continue reading

Trade account back in the red

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Trade: New Vehicle Sales Australia has recorded its first trade deficit in 11 months. The trade balance eroded from a surplus of $1,433 million in January to a deficit of... Read more continue reading

Home loans fall to near decade lows

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Housing finance Loans for the purchase of newly erected dwelling slumped by 12 per cent in February. Over the past three months loans are down almost 36 per cent – marking... Read more continue reading

Investor Signposts: Week Beginning April 10 2011

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Upcoming economic and financial market events  The big picture One of the sleeper issues at present is population growth. The latest data showed that Australia’s population grew by 1.6 per... Read more continue reading

Building approvals slump; QLD retailers benefit from rebuilding

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Building Approvals; Retail trade; Private Sector Credit Council approvals to build news homes fell by 7.4 per cent in February after sliding by a revised 11.6 per cent in the... Read more continue reading

Mining drives Aussie sharemarket

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Financial market trends The mining sector is now the primary driving force behind the Australian sharemarket. In terms of volumes of shares traded in March, mining volumes were double that... Read more continue reading

Manufacturing contraction… again

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Performance of Manufacturing The Performance of Manufacturing index fell from 51.1 to 47.9 in March – marking the sixth contraction in the sector in the space of seven months Key... Read more continue reading