Weekly market update – week ending 14 February, 2020

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Investment markets and key developments over the past week Share markets generally rose over the last week but gains were constrained by ongoing concerns about the coronavirus outbreak after China announced a large increase in new cases. Reflecting the generally positive global lead Australian shares managed to push back up to around their January record

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Weekly market update – week ending 7 February, 2020

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Investment markets and key developments over the past week Global share markets rebounded over the last week on optimism the coronavirus outbreak will be contained and helped by solid earnings results. Australian shares benefitted initially from the global rebound but gains were reversed reflecting the greater exposure to China of the Australian economy and as

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The China Coronavirus outbreak – economic and investment market implications

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Key points The China coronavirus outbreak has led to concerns of a global pandemic triggering an economic downturn. > Our base case is that the outbreak will be contained allowing share markets and bond yields to rebound. > However, uncertainty is high given that the coronavirus is more contagious than SARS albeit with lower mortality.

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Weekly market update – week ending 10 January, 2020

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Investment markets and key developments over the past week After a bit of uncertainty and volatility early in the past week, share markets pushed sharply higher as the US and Iran appeared to step back from escalating their conflict. This saw US shares push to a new record high rising 0.9% over the week, with

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Weekly market update – week ending 6 December, 2019

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Investment markets and key developments over the past week Share markets were mixed over the last week with falls in the US and Europe on trade war fears and mixed economic data, but Japanese shares rose on fiscal stimulus plans and Chinese shares rose too. The Australian share market fell back from record highs taking

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Review of 2019, outlook for 2020 – the beat goes on

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Key points 2019 saw growth slow, recession fears increase and the US trade wars ramp up, but solid investment returns as monetary policy eased, bond yields fell and demand for unlisted assets remained strong. 2020 is likely to see global growth pick up with monetary policy remaining easy. Expect the RBA to cut the cash

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Weekly market update – week ending 29 November, 2019

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Investment markets and key developments over the past week Share markets rose over the last week helped by optimism regarding a US/China trade deal and mostly okay economic data with US shares reaching a new record high. Australian shares also broke out to a new record high helped by the positive global lead with strong

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Weekly market update – week ending 22 November, 2019

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Investment markets and key developments over the past week Most share markets fell over the last week as uncertainty about whether the US and China will agree a Phase One trade deal ramped up amidst a range of conflicting reports. This comes at a time when markets are vulnerable to a consolidation or correction after

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Weekly market update – week ending 15 November, 2019

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Investment markets and key developments over the past week The past week saw some cautiousness creep back into share markets with increased uncertainty about a US/China trade deal coming at a time when major share markets had become a bit vulnerable to a pull back after a run of good gains since early October. US

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Weekly market update – week ending 8 November, 2019

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Investment markets and key developments over the past week The past week saw most share markets push higher on the back of positive news regarding US/China trade talks, benign economic data and some optimism that global growth will pick up, with the US share market making it to a new record high. Australian shares benefitted

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