Weekly market update – week ending 14 June 2019

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Investment markets and key developments over the past week Share markets, rose over the past week with the combination of expectations for rate cuts/policy stimulus and the tariffs being avoided on Mexico offsetting ongoing uncertainty about the US/China trade war and geopolitical tensions in the Middle East and Hong Kong. Australian shares made it to […]

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Weekly market update – week ending 7 June, 2019

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Investment markets and key developments over the past week Share markets, except for China’s, rose over the last week on increasing prospects for Fed rate hikes in response to the negative impact of trade wars. The Australian share market also saw a modest boost from the RBA cutting rates. The prospect of more rate cuts […]

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The nine most important things I have learned about investing over the past 35 years

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My nine most important lessons from investing over the past 35 years are that: there is always a cycle; the crowd gets it wrong at extremes; what you pay for an investment matters a lot; getting markets right is not as easy as you think; investment markets don’t learn; compound interest applied to investments is […]

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Weekly market update – week ending 31 May, 2019

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Investment markets and key developments over the past week Global share markets fell again over the last week on the back of worries about global growth in the face of the escalating US/China trade war, made worse by Trump’s decision to put a 5% tariff on imports from Mexico rising to 25% by October unless […]

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Weekly market update – week ending 24 May, 2019

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Investment markets and key developments over the past week Global share markets fell over past week amid escalating noise around the US/China trade war and increasing signs that it may be impacting business conditions. However, Australia’s “miracle” election set off a surge in the Australian share market with investors pricing out the risk of a […]

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Weekly market update – week ending 17 May, 2019

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Investment markets and key developments over the past week Share markets fell earlier in the past week as the trade war continued to escalate, before rebounding helped by better economic and earnings news and hopes of a trade deal. This left share markets mixed with US and Chinese shares down slightly, but Eurozone, Japanese and […]

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The trade war is back – what went wrong, what it means for share markets and what it means for Australia

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Key points The trade war between the US and China has returned after talks to resolve their trade differences broke down. Our base case remains that a deal will be reached to resolve the issues, but the risks to global growth are now higher (given the escalation in tariffs from the US) and share markets […]

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Weekly market update – week ending 10 May, 2019

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Investment markets and key developments over the past week Share markets fell over the last week as US/China trade tensions returned with a vengeance. Australian shares were relatively resilient though falling only 0.5%, helped by gains in utilities and property stocks and resilience in resources stocks. The return to risk off saw bond yields decline […]

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Weekly market update – week ending 3 May, 2019

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Investment markets and key developments over the past week Share markets mostly fell over the last week with the Fed indicating no inclination to cut rates, a bit of wariness around US/China trade talks and as a fall back in oil prices weighed on energy shares. Energy shares were in fact the worst performing sector […]

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Weekly market update – week ending 26 April, 2019

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Investment markets and key developments over the past week Share markets were mixed over the last week. US shares hit last year’s highs helped by good earnings news and rising energy shares on the back of high oil prices. Following the US lead Australian shares also made it back to last year’s highs helped by […]

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