Dust off the history books – it’s back to the past to control the property cycle

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Key points In response to pressure from APRA, lenders are starting to tighten lending conditions to property investors. This is designed to slow property investor lending, particularly into the strong

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01 Jun 2015

Weekly market update – week ending 22 May, 2015

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Investment markets and key developments over the past week Global share markets mostly rose over the last week as mixed US economic data was seen delaying Fed hikes, an ECB

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25 May 2015

Where will returns come from? – the constrained medium term return outlook

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Key points Low investment yields from most major asset classes mean the medium term return outlook remains constrained. For example, 7 to 7.5% pa for a diversified mix of assets,

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21 May 2015

Weekly market update – week ending May 15, 2015

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Investment markets and key developments over the past week While the bond sell off continued over the past week it showed signs of stabilising and this helped shares a bit.

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18 May 2015

The 2015-26 Australian Budget – repair, fair or dispair

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Key points The 2015-16 Budget has seen a shift in focus from budget repair towards supporting growth and fairness. Thanks to another blow to revenue the budget deficit for 2015-16

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14 May 2015

Weekly market update – week ending 8 May, 2015

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Investment markets and key developments over the past week Shares had a rough week on the back of a continuation of the global bond sell-off, some soft US data, comments

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11 May 2015

The RBA cuts the cash rate to a new record low

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Key points The RBA’s latest rate cut along with downwards pressure on the value of the $A should help Australian economic growth pick up to around trend next year. While

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07 May 2015

Weekly market update – week ending 1 May, 2015

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Investment markets and key developments over the past week Shares had a soft weak reflecting a combination of somewhat messy economic data, uncertainty about the Fed and a backup in

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04 May 2015

Weekly market update – week ending 10 April, 2015

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Investment markets and key developments over the past week Shares had a good run over the last week helped by continued okay economic data, M&A activity and confirmation from the

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13 Apr 2015

Weekly market update – week ending 2 April, 2015

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Investment markets and key developments over the past week Share markets were messy and mixed over the last week with US shares down on some soft economic data, Australian shares

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07 Apr 2015