Asia Pacific insurers remain positive on investment outlook with an increasing focus on portfolio resilience

From

Insurers remain positive about the short-term investment outlook and do not see a global recession coming before 2022, according to new research from BlackRock on insurers’ investment portfolios. Despite their... Read more continue reading

Insight Multi-Asset weekly update – week beginning 8 October, 2019

From

Market and economic review US data disappoints markets The US ISM non-manufacturing print was much weaker than expected at 52.6 (55.0 expected), the lowest level since August 2016. Meanwhile, the... Read more continue reading

Weekly market update – week ending 4 October, 2019

From

Investment markets and key developments over the past week Global share markets fell again over the last week on the back of increasing concerns about US and global growth after... Read more continue reading

Headlines still worried, momentum a little better

From

Principal Global Investors has released its Economic Insights for the month of September. Writing in the note to investors, Chief Global Economist, Dr Bob Baur, said that the world economic slowdown refuses to... Read more continue reading

Insight Multi-Asset update – week beginning 30 September, 2019

From

Market and economic review Markets had a lot to digest last week ranging from a variety of data releases, political challenges and trade war developments. Once consumed, developed market equities... Read more continue reading

Springtime value for Australian equities

From

Legg Mason’s affiliate Martin Currie says that despite the ‘green shoots’ in consumer spending leading into the recent reporting season and company results being broadly in-line with expectations, the EPS revisions by... Read more continue reading

Weekly market update – week ending 27 September, 2019

From

Investment markets and key developments over the past week Share markets fell over the last week on the back geopolitical concerns with Democrats opening an impeachment inquiry into President Trump,... Read more continue reading

Record wealth. Job vacancies ease. Foreign holdings of Aussie shares hit 6½-year high

From

Financial Accounts; Job vacancies; Employment by Industry  Wealth: Total household wealth (net worth) rose by 1.6 per cent to a record high $10,455.3 billion in the June quarter after rising... Read more continue reading

Insight Multi-Asset weekly update

From

Market and economic review  Despite a number of updates from central banks, weak data releases and geopolitical tensions, last week was a fairly quiet week for market performance. Equities retraced some... Read more continue reading

Consumer views on household purchases hit decade low

From

Consumer sentiment  Consumer confidence: The weekly ANZ-Roy Morgan consumer confidence rating rose by 0.7 per cent to 110.1 points, up from 2-year lows of 109.3 points in the previous week.... Read more continue reading