Weekly economic and market update – week ending 11 October, 2024

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Investment markets and key developments Global share markets rose over the last week helped by the absence so far of an Israeli retaliation against Iran and hopes that it will

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14 Oct 2024

Harris versus Trump – implications for investors and Australia

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Key points The US election has significant potential to impact markets. A Harris victory would mean more of the same, but a Trump victory could lead to uncertainty particularly around

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10 Oct 2024

Weekly economic and market update – week ending 4 October, 2023

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Investment markets and key developments Global share markets mostly fell over the last week as the war in the Middle East escalated further with Iran’s retaliatory missile strike on Israel

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08 Oct 2024

Shares around record highs as inflation slides, central banks cut rates and China stimulates – but what about the Israel/Iran conflict & other risks?

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Key points Recession risks, the escalating Israel conflict, the US election along with still stretched valuations mean a high risk of another share market correction and continued volatility. The expansion

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03 Oct 2024

Weekly economic and market update – week ending 27 September, 2024

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Investment markets and key developments Global share markets rose again over the last week on expectations for a continuation of a “goldilocks” macro outlook on the back of central bank

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30 Sep 2024

Weekly economic and market update – week ending 29 August, 2024

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Investment markets and key developments Share markets were mixed over the last week. The US S&P 500 fell on the back of weaker tech stocks as Nvidia’s earnings results beat

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02 Sep 2024

Will house prices crash? And what’s needed to fix housing affordability

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Key points Predictions of an Australian house price crash create lots of interest but have been a dime a dozen over the last 20 yrs. However, there is more to

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28 Aug 2024

Why super and growth assets like shares really are long term investments

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Key points While growth assets like shares go through bouts of short-term underperformance versus bonds and cash, they provide superior long-term returns. So, it makes sense that superannuation has a

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21 Aug 2024

Weekly economic and market update – week ending 16 August, 2024

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Investment markets and key developments Share markets continued their recovery over the last week helped along by expectations that “Goldilocks” conditions will prevail, with a further slowing in US inflation

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19 Aug 2024

Seven key charts for investors to keep an eye on – where are they now?

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Key points Shares have hit a rough patch since recent highs with concerns about the growth outlook. We remain upbeat on a 12-month view as falling inflation allows rate cuts

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13 Aug 2024