Weekly market update – week ending 23 August, 2019

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Investment markets and key developments over the past week The past week saw a roller coaster ride in share markets with sharp falls after China responded to Trump’s latest tariffs... Read more continue reading

Why Quality matters for global small caps

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Investors searching for broader sources of return and diversification have been revisiting global small-cap stocks notes Eaton Vance, a global investment manager. Aidan Farrell, Director of Global Small Cap Equity, Eaton... Read more continue reading

Positive consumer finances; Watchful RBA

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Weekly consumer sentiment; Reserve Bank Board minutes Consumer confidence: The weekly ANZ-Roy Morgan consumer confidence rating fell by 2.3 per cent to 112.8 points. Consumer sentiment is now below the... Read more continue reading

Forget the barometer

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We don’t need an inverted yield curve to tell us a global manufacturing downturn may be underway. The business networks were flashing red all day last Wednesday as the spread... Read more continue reading

Global dividends break a new record

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Australian payouts seasonally quiet, highlighting benefits of global exposure The deceleration in the world economy has begun to make an impact on dividends, according to the latest Janus Henderson Global... Read more continue reading

Insight Multi-Asset weekly update: PMIs for Japan, Europe and the US will remain under scrutiny

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Market and economic review A Stellar week for government bonds, as longer-dated yields reach record lows At the start of last week, 30-year US government bonds were yielding 2.25%, having... Read more continue reading

Weekly market update – week ending 16 August, 2019

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Investment markets and key developments over the past week The past week saw share markets remain under pressure as the trade war rolled and Chinese and German economic data was... Read more continue reading

Australia’s strong job market

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Labour force Employment rose for the 33rd time in 34 months, up by 41,100 jobs in July after a revised 2,400 fall in jobs in June (previously reported as an... Read more continue reading

Fastest Victorian annual wages growth in 5½ years; Consumer views on home purchases hits 5½-year high

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Wage Price Index; Consumer confidence Wages: The wage price index rose by 0.6 per cent in the June quarter (consensus: +0.5 per cent). Annual wages growth was steady at 2.3... Read more continue reading

Insight Multi-Asset weekly update: Interest rate cuts overshadowed by ongoing US-China trade war

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Market and economic review This week’s economic data overshadowed by trade war concerns While the primary driver of risk assets last week has been the escalation in US-China trade tensions,... Read more continue reading