Weekly economic & market update

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The past week saw a bit of volatility return to risk trades early in the week on worries that China’s 7.5% growth target for this year is too low, uncertainty

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12 Mar 2012

Oliver’s Insights – Australian profits and the Australian share market

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There was plenty of nervousness going into the February profit reporting season in Australia. And for good reason. Domestic demand has been weak, the strong $A is bearing down on

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07 Mar 2012

Weekly economic and market update

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The news on the European debt crisis was mostly positive with the ECB providing another €529.5bn in cheap 3 year funding to banks. After allowing for rollovers of existing borrowing

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05 Mar 2012

Oliver’s Insights: will the world slip up on oil again?

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World oil prices are rising again. Since its low last October, US West Texas Intermediate is up 40% and Asian Tapis oil prices (which drives Australian petrol prices) are up

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01 Mar 2012

Weekly economic and market update

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Euro-zone finance ministers agreed to Greece receiving a second bailout. However, the Greek tragedy is far from over. Greece has to implement agreed policy actions, private investor haircuts need to

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27 Feb 2012

The low return investment world 10 years on…

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A decade has now passed since I first wrote a note suggesting that we are coming into an environment of low and volatile investment returns. At the time I and

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27 Feb 2012

AMP Capital adds investment resources

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AMP Capital has expanded its new Australian Fundamental Equities team, with the appointment of Andy Gardner as Portfolio Manager/Analyst and Ed Rayner as Senior Portfolio Manager/Analyst. AMP Capital’s Head of

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21 Feb 2012

Greece & Europe – what’s the risk of a break up?

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Logic argues against a euro-zone break up given the costs to countries that exit. Nevertheless, a disorderly Greek default is a high risk, but at least Europe is becoming being

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20 Feb 2012

Weekly economic & market update

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The “yes we have a deal no we don’t” regarding Greece’s latest bailout negotiations raged on again over the last week, resulting in a volatile ride for risk assets like

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20 Feb 2012

Australia – the economy, the market, the $A…and the RBA

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Global economic news over the last couple of months has improved with Europe pulling back from the brink, the US economy seemingly perking up again and China continuing to grow

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14 Feb 2012