Weekly market update – week ending 25 January, 2019

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Investment markets and key developments over the past week Global share markets pulled back a bit over the last week on the back of trade and growth worries, but the

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29 Jan 2019

Oliver’s Insights: Australian housing downturn Q&A – how bad will it get?

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Key points Australian home prices are likely to fall another 5-10% this year driven by a further 15% or so fall in Sydney & Melbourne. Tight credit, rising supply and

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24 Jan 2019

Weekly market update – week ending 18 January, 2019

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Investment markets and key developments over the past week Share markets continued to rise over the last week helped by talk of policy stimulus (notably in China) and optimism of

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21 Jan 2019

2019 – a list of lists regarding the macro investment outlook

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Key points Despite continued volatility, 2019 is likely to be better for diversified investors than 2018 was. Recession is unlikely and so too is a long and deep bear market

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16 Jan 2019

Weekly market update – week ending 11 January, 2019

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Investment markets and key developments over the past week Since our last weekly update three weeks ago investment markets have been on a bit of a roller coaster ride, with

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14 Jan 2019

Weekly market update – week ending 7 December, 2018

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Investment markets and key developments over the past week The past week has been a roller coaster ride in equity markets. Shares initially rose on the positive outcome from the

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10 Dec 2018

Weekly market update – week ending 30 November 2018

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Investment markets and key developments over the past week US shares rose 4.8% over the last week, their strongest week December since 2011, helped by increasing signs from the Fed

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03 Dec 2018

Weekly market update – week ending 23 November, 2018

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Investment markets and key developments over the past week Share markets remained under pressure over the last week with many falling back to or below their late October lows on

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26 Nov 2018

Weekly market update – week ending 16 November, 2018

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Investment markets and key developments over the past week “Risk off” returned with a vengeance to financial markets over the last week with most share market falling and bond yields

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19 Nov 2018

Weekly market update – week ending 9 November, 2018

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Investment markets and key developments over the past week Share markets mostly rose over the last week, helped in particular by a favourable reaction to the US midterm elections. Chinese

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12 Nov 2018