Weekly market update – week ending 14 February, 2020

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Investment markets and key developments over the past week Share markets generally rose over the last week but gains were constrained by ongoing concerns about the coronavirus outbreak after China... Read more continue reading

Fidelity International Analyst Survey: A watershed year for ESG

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As we enter a new decade,  has uncovered a tipping point for corporates globally as they recognise that considering environmental, social and governance factors is not just the right thing... Read more continue reading

Short and Sharp: Have markets developed immunity to the coronavirus?

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Principal Global Investors Chief Strategist, Seema Shah addresses the ongoing impact of coronavirus. “2020 to date has been no stranger to sharp sell offs, followed quickly by big rebounds. In... Read more continue reading

Insight Multi-Asset update – week beginning 11 February, 2020

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Market and economic review As the week progressed fears of the coronavirus seemed to somewhat abate which, with the help of constructive data releases, allowed global equities to move to... Read more continue reading

Impact of Novel Coronavirus (2019-nCoV)

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Economic and financial perspectives Novel (new) Coronavirus pneumonia (NCP): Since the world was alerted to the outbreak in mid-January, metal and energy prices have fallen 10-15 per cent but global... Read more continue reading

Weekly market update – week ending 7 February, 2020

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Investment markets and key developments over the past week Global share markets rebounded over the last week on optimism the coronavirus outbreak will be contained and helped by solid earnings... Read more continue reading

Reserve Bank Governor reflects on ‘nirvana’

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Testimony to Parliament Reserve Bank Governor testimony: Reserve Bank Governor Philip Lowe spoke to the House of Representatives Economics Committee. The Reserve Bank Governor said that economic nirvana is inflation... Read more continue reading

The China Coronavirus outbreak – economic and investment market implications

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Key points The China coronavirus outbreak has led to concerns of a global pandemic triggering an economic downturn. > Our base case is that the outbreak will be contained allowing... Read more continue reading

Reserve Bank Governor paints a positive picture

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Reserve Bank Governor speech Reserve Bank Governor speech: Governor Philip Lowe delivered a speech: “The Year Ahead”. What does it all mean? The Reserve Bank Governor Philip Lowe has indicated... Read more continue reading

Insight Multi-Asset update – week beginning 3 February, 2020

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Summary  Markets focus on the potential economic impact of the coronavirus as the confirmed cases and death toll rise. With data still suggesting tentative signs of stabilisation, the Federal Reserve... Read more continue reading