Weekly market update – Week ending Friday 16 January, 2015

From

Investment markets and key developments over the past week The “risk off” tone in markets continued over the past week with mixed US economic data and earnings results along with

continue reading
19 Jan 2015

2015 – a list of lists regarding the macro investment outlook

From

Introduction 2014 saw good returns for diversified investors as the global economy continued to grow and monetary conditions remained easy, but a combination of uneven global growth, worries about deflation,

continue reading
16 Jan 2015

Weekly market & economic update – week ending 9 January, 2015

From

Investment markets and key developments over the past week Shares have had a rough start to the year, but have managed to recover most or all of their initial losses

continue reading
12 Jan 2015

Weekly market & economic update – week ending 5 December, 2014

From

Investment markets and key developments over the past week Shares mostly rose last week helped by good US economic data and a stabilisation in energy shares after their plunge the week

continue reading
08 Dec 2014

Review of 2014, outlook for 2015

From

Key points 2014 has been a positive but somewhat constrained and messy year for investors as the global economy remained in a cyclical “sweet spot” despite various threats, but Australian

continue reading
05 Dec 2014

Weekly market & economic update – week ending 28 November, 2014

From

Investment markets and key developments over the past week Shares generally had a good week helped by mostly good economic data and as the Chinese easing and expectations for more

continue reading
01 Dec 2014

Weekly market & economic update – week ending 21 November, 2014

From

Investment markets and key developments over the past week Shares were mixed over the last week with US shares pushed to record highs on good data and European shares up,

continue reading
24 Nov 2014

Weekly market & economic update – week ending 14 November, 2014

From

Investment markets and key developments over the past week Shares were mixed over the last week with Japanese shares up on prospects for a delay in the next sales tax

continue reading
17 Nov 2014

Weekly market & economic update – week ending 7 November, 2014

From

Investment markets and key developments over the past week While tensions regarding Ukraine saw shares dip and safe haven assets like bonds and gold rally early in the week, this

continue reading
10 Nov 2014

Worsening trade balance and slower jobs growth but solid retail sales

From

Yesterday’s economic data like much of that already seen this week presents a mixed picture on the economy. In brief: Revised ABS jobs data up to September (designed to correct for

continue reading
05 Nov 2014