Investor confidence slightly increases 3.8 points in March to 81.4

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State Street Global Markets has released the results of the State Street Investor Confidence Index® (ICI) for March 2023. The Global Investor Confidence Index increased to 81.4, up 3.8 points... Read more continue reading

Weekly economic and market update – week ending 24 March, 2023

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Investment markets and key developments Global share markets had a volatile week, but with banking contagion settling down (at least for now) and hopes that central banks are near the... Read more continue reading

US Fed’s FOMC hikes 50bps, maintaining a moderately “hawkish” disposition, and the Bank of England to hit 25bps

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In what looks to have been a finely balanced decision, the US Federal Reserve’s (Fed) Federal Open Markets Committee (FOMC) opted to increase the policy rate target by 25 basis... Read more continue reading

Have Australian home prices bottomed? Probably not.

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Key points Capital city property prices so far in March are on track for a 0.6% or so gain, led by Sydney, based on CoreLogic data. The main positives for... Read more continue reading

Weekly economic and market update – week ending 17 March, 2023

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Investment markets and key developments Global share markets had a volatile week reflecting the problems in banks but with banking system backstops and hopes of less central bank rate hikes... Read more continue reading

Is the (recession) wolf finally at the door for the Federal Reserve, and will Lowe’s path to become narrower?

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The Fed. Is the (recession) wolf finally at the door? For the last couple of years bond markets looked to have been ‘crying wolf” on recession prospects. Is SVB a... Read more continue reading

Shares hit another bout of turbulence – US banks, inflation, interest rates and recession risk – what it means for investors?

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Key points US regional bank failures have added to uncertainty about the investment outlook flowing from inflation & rate hikes. Specific issues with the failed banks and action to protect... Read more continue reading

Weekly economic and market update – week ending 10 March, 2023

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Investment markets and key developments Global share markets mostly fell over the last week with more hawkish commentary from Fed Chair Powell. While Australian shares were initially boosted by a... Read more continue reading

Markets juggle the ‘hot potato’ of policy guidance as central banks search for ‘wiggle room’

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Markets juggle the ‘hot potato’ of policy guidance as central banks search for ‘wiggle room’ One of the earlier hits of renowned Australian kids band, the Wiggles, involved juggling a... Read more continue reading

Three charts multi-asset investors should know about

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Aviva Investors’ Multi-Asset team take a visual approach to what’s happening with bonds, equities and oil. Whether rising yields mean bonds offer value to investors How the list of the... Read more continue reading