The durability of real return funds in an inflationary environment

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As the world adjusts to COVID and vaccination rates continue to rise, there’s much hope that life will return to some form of normal in the near to medium term.... Read more continue reading

The worry list for shares – how worrying are they?

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Key points It’s still too early to say that the pull back in share markets is over. Some of the worries around US fiscal policy and politics, China, global supply... Read more continue reading

Vacancy rates remain steady in September

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SQM Research has revealed national residential property rental vacancy rates rose to just 1.7% over the month of September 2021. Vacancy rates remained largely steady over the month of September,... Read more continue reading

Weekly economic and market update – week ending 8 October, 2021

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Investment markets and key developments Global shares mostly rose over the last week as the US debt ceiling was pushed out to December and there was some easing in concerns... Read more continue reading

RBA Board maintains settings

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There were no real surprises from the RBA Board meeting today with the Governor’s Statement reaffirming that the Board is sticking with the settings outlined in September. Today’s statement preserves... Read more continue reading

Weekly economic and market update – week ending 1 October, 2021

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Investment markets & key developments Global shares fell over the past week amidst a long worry list including the US debt ceiling, the impact of power shortages and rising bond... Read more continue reading

Bond yields on the rise: implications for multi asset portfolio construction

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Central banks sticking to a benign inflation view. Bond markets are nervous but accepting…for the time being Key central bank chiefs speaking overnight at the ECB virtual Sintra Conference (the... Read more continue reading

Why is Australian housing so expensive and what can be done to improve housing affordability?

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Key points The key drivers of poor housing affordability and high household debt levels in Australia have been low rates and poor housing supply. Macro prudential controls to slow home... Read more continue reading

Delta plays havoc with spending trends

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Consumer confidence; Retail trade What happened?  Retail trade fell by 1.7 per cent in August to be down 0.7 per cent on a year ago. Consumer sentiment rose 0.4 per... Read more continue reading

Weekly economic and market update – week ending 24 September, 2021

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Investment markets Global shares fell sharply early in the week but then rebounded as fears around China Evergrande receded and the Fed meeting was out of the way. This saw... Read more continue reading