The US presidential election – implications for investors

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Key points The run up to the US election on 3rd November has the potential to see increased share market volatility if it looks increasingly likely Biden will win and... Read more continue reading

Weekly market update – week ending 26 June,2020

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Investment markets and key developments over the past week Most major share markets fell over the last week as concerns about “second waves” of coronavirus cases, uncertainty about the growth... Read more continue reading

Weekly market update – week ending 19 June, 2020

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Investment markets and key developments over the past week Share markets rose over the last week as ongoing signs of economic recovery and stimulus measures helped offset concerns about a... Read more continue reading

Liquidity and debt – who’s buying?

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The COVID-19 global market rout has generated levels of market volatility not seen since the 2008 Global Financial Crisis. Central bankers have responded to the shock to growth by following... Read more continue reading

Weekly market update – week ending 12 June, 2020

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Investment markets and key developments over the past week Share markets fell sharply over the last week on concerns about a second wave of cases in many US states and... Read more continue reading

Health, economy and markets – What to look for on the road to recovery

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The public health conversation has shifted to focus on when and how public life and economic activity can return to normal around the world. In a note to investors, Ron... Read more continue reading

GSFM’s Stephen Miller comments on the Federal Reserve June statement

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Fed forecasts no increase in rates until at least the end of 2022 The Federal Reserve projected interest rates will remain near zero through 2022 with the Fed’s ‘dot plot’ revealing a... Read more continue reading

Shares climb a “wall of worry” – but is it sustainable

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Key points The strong rally in shares since their March lows reflects a combination of economic reopening, signs of recovery, policy stimulus and once pessimistic investors closing underweight or short... Read more continue reading

Refinancing of home loans soars to record highs

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Lending; Chinese inflation Home loans: The value of home loans fell by 4.8 per cent in April (consensus: -10 per cent) with owner-occupier loans down by 5- per cent and... Read more continue reading

Petrol price: The end of $1 a litre?

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Weekly petrol prices Petrol prices: According to the Australian Institute of Petroleum, the national average price of unleaded petrol rose by 1.9 cents last week to 110.5 cents a litre.... Read more continue reading