Weekly economic and market update

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The past week saw the rally in shares and commodities continue with fiscal cliff worries causing occasional swings but reasonable economic data and good news on Greece boosting confidence. Not

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Oliver’s Insights – shares in another rough patch

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This edition of Oliver’s Insights note looks at the latest rough patch in global share markets. The key points are as follows: Global shares entered a rough patch in mid-September on

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Weekly economic and market update

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The past week saw risk assets return to favour on the back confidence that the US fiscal cliff will be resolved. This results from a meeting between President Obama and Congressional leaders at

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Weekly economic and market update

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The past week has seen investment markets remain in “risk off” mode as the “wall of worry” remained in sharp focus. The main concerns have been the US fiscal cliff,

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Growth in China looks to be bottoming

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The attached edition of Oliver’s Insights looks at prospects for the Chinese economy. The key points are as follows: After surprising on the downside into mid year, recent Chinese economic indicators suggest

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Oliver’s Insights: Debt – how does Australia compare?

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This edition of Oliver’s Insights looks at total debt outstanding across major countries to see how Australia compares. The key points are as follows: Australia has a low level of

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Weekly market and economic update

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President Obama’s win in the US Presidential election, with Democrats retaining the Senate and the Republicans retaining the House means more of the same in terms of divided US government.

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Obama wins – likely economic outcomes

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President Obama’s win in the US Presidential election, with Democrats likely retaining the Senate and the Republicans retaining the House means more of the same in terms of divided government.

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Weekly economic and market update

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US markets were closed early in the week due to Hurricane Sandy. Our thoughts are with all of those affected. From an economic perspective, rough estimates suggest around $US40-50bn in

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Investment cycles and why they matter

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This edition of Oliver’s Insights looks at the importance of cycles to investors. The key points are as follows: Cyclical fluctuations in investment returns are particularly important for investors. Most

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