Oliver’s Insights:Europe, China, US – the worry list for investors is getting wider again

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There was one piece of great news last week. A new Mayan calendar find in Guatemala made no reference to the world ending this year. That’s nice, so I can

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Weekly economic & market update

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The “risk off” tone in global financial markets continued over the last week following swings to the left in French, Greek and even German (regional) elections and worries that Spain’s

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Oliver’s Insights: Australian budget – back to surplus, the great fiscal switch

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The 2012-13 Federal Budget is about one thing: returning the budget to surplus on schedule and doing it in a way that minimises the negative impact on the economy and

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Weekly economic & market update

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The past week was one of “risk off” for global markets as concerns about Europe remain (particularly with French and Greek elections likely to further question Europe’s ability to solve

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RBA cuts by 50bps

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For some time our view has been that Australian interest rates need to be lower. The Reserve Bank at its last meeting seemed to be finally coming around to this

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Weekly economic & market update

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Europe is continuing to cause shockwaves in financial markets with increasing resistance to fiscal austerity (with the temporary collapse of the Dutch coalition Government and the Socialist candidate’s victory in

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Oliver’s Insights: Australia – the RBA, the economy & shares

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For some time our view has been that Australian interest rates need to be lower. The Reserve Bank at its last meeting seemed to be finally coming around to this

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Weekly economic and market update – week beginning 23 April 2012

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Europe remains a source of consternation, but there have been some positive developments. News that Italy is delaying its return to budget surplus by one year, Spanish banks’ bad loans

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Oliver’s Insights: China – soft landing, slow easing, shares cheap

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China’s growth rate has slowed to 8.1%…given monetary easing it is likely to stabilise at around 8% this year, consistent with a soft landing. Chinese economic data for March contained

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AMP Capital Multi Asset Fund wins first institutional mandate

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AMP Capital’s Multi Asset Fund has won its first institutional mandate from the South Pacific based Tuvalu Trust Fund for $55 million. The Multi Asset Fund was launched last year

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