Weekly market update – week ending 8 May, 2020

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Investment markets and key developments over the past week Share markets mostly rose solidly over the last week as progress continued in reopening economies supporting perceptions that economic activity may have passed the worst. Eurozone shares were the exception though and fell as they played catchup to falls in US shares a week ago. Australian […]

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The Lucky Country – three reasons why Australia may come through this period of global misery better than most countries

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Key points Australia has performed better than many countries in “controlling” coronavirus, it has a stronger economic policy response & its major trading partner is 2-3 mths ahead of the rest of the world into economic recovery. If, as a we expect, this results in a relatively stronger recovery for the Australian economy, then Australian […]

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Weekly market update – week ending 1 May, 2020

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Investment markets and key developments over the past week Despite sharp falls late in the week, share markets rose over the past week as whole as news of an easing in lockdowns continued. While the Australian share market pulled back sharply on Friday led by material and property stocks, it still saw a solid gain […]

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Weekly market update – week ending 24 February, 2020

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Investment markets and key developments over the past week Share markets pulled back over the last week as oil prices fell further, not helped by very poor economic data. However, the falls were relatively mild compared to the 20% plus rally from the March low point. Australian shares were dragged down by around 4.5% for […]

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Weekly market update – week ending 17 April, 2020

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Investment markets and key developments over the past week Share markets, with the exception of European shares, pushed higher again over the last week on ongoing signs that the coronavirus curve is flattening in a number of countries which is resulting in a move towards relaxing lockdowns amidst promising reports regarding anti-viral drug tests. While […]

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Weekly market update – week ending 9 April, 2020

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Investment markets and key developments over the past week Share markets pushed higher again over the past week on the back of a declining number of new coronavirus cases in several countries raising the prospect of a relaxation in shutdowns, as policy stimulus measures continued to provide confidence that the economic downturn may be relatively […]

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Weekly market update – week ending 3 April, 2020

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Investment markets and key developments over the past week Coronavirus concerns continued to create volatility in investment markets over the past week, but the good news is that it remains both up and down volatility on a day to day basis as opposed to straight down as was the case up until a couple of […]

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Weekly market update – week ending 25 March, 2020

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Investment markets and key developments over the past week After 30% plus falls from their highs earlier this year, share markets had a welcome rebound over the last week. While the number of coronavirus cases continues to soar and economic data beyond China is now starting to show the huge impact from the shutdowns, share […]

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Is coronavirus driving a recession, depression or an economic hit like no other? What does it mean for the bear market in shares?

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Key points Global share markets have fallen into a bear market, but whether this turns out to be long or short depends on how long the hit to the economy from coronavirus lasts. There are big differences between the current disruption to economic activity – which could be very deep in the short term – […]

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Weekly market update – week ending 20 March, 2020

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Investment markets and key developments over the past week Share markets remained under intense pressure over the last week as the number of new coronavirus cases continued to surge, economic data started to weaken sharply and financial markets saw increasing dysfunction. The latter was highlighted by a blow out in corporate borrowing rates and a […]

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