Weekly economic and market update – week ending 9 July, 2021

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Investment markets and key developments over the past week Share markets fell over the last week, mainly on the back of worries that a resurgence of new coronavirus cases will

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12 Jul 2021

2020-21 saw investment returns rebound – expect more modest but still good returns this financial year

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Key points 2020-21 saw investment returns rebound after the coronavirus hit depressed 2019-20 returns. Key lessons for investors from 2020-21 were to: allow that share markets look ahead; timing markets

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08 Jul 2021

Weekly economic and market update – week ending 2 July, 2021

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Investment markets and key developments over the past week While the US share market rose over the last week, other global share markets fell with concerns about a renewed rise

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05 Jul 2021

The never-ending coronavirus pandemic – why snap lockdowns in Australia make sense until herd immunity is reached

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Key points Snap lockdowns in Sydney, Perth and Queensland are likely to cost the economy $2.5bn, but like previous snap lockdowns are unlikely to derail the recovery. Australia has little

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30 Jun 2021

Weekly economic and market update – week ending 25 June, 2021

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Investment markets and key developments over the past week Global share markets rebounded over the past week with US shares rising 2.7% to a new record high helped by calming

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28 Jun 2021

Central banks heading towards the easing exits – five reasons not to be too concerned

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Key points The gradual shift of central banks including the Fed and RBA towards an exit from monetary easing has caused some volatility in investment markets. We continue to expect

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24 Jun 2021

Weekly economic and market update – week ending 18 June, 2021

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Investment markets and key developments over the past week While US shares fell over the last week as the Fed surprised on the hawkish side and Chinese shares also fell,

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21 Jun 2021

Weekly market update – week ending 11 June, 2021

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Investment markets and key developments over the past week Global share markets mostly rallied over the last week. The big surprise perhaps was the US where shares rallied to a

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15 Jun 2021

Inflation – why it matters for investment markets

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Key points The shift from high inflation to low inflation has been a key tailwind for investment returns over the last 40 years – in particular it has allowed capital

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11 Jun 2021

Weekly market update – week ending 4 June, 2021

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Investment markets and key developments over the past week Global share markets were mixed over the last week with US shares up 0.6% helped by a solid but less than

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07 Jun 2021