Weekly market & economic update

From

Europe dominated investment markets over the past week following an initially botched bailout of Cyprus, along with uncertainty regarding Italy and poor business conditions indicators or PMIs for March. All

continue reading
25 Mar 2013

Oliver’s Insights – Money printing and hyperinflation

From

This edition of Oliver’s Insights looks at the risks associated with quantitative easing, or money printing, in particular the threat of hyperinflation that many seem to be fearing. The key

continue reading
21 Mar 2013

Weekly economic and market update

From

The past week was somewhat confusing in financial markets. US economic data remained surprisingly solid helping to push US shares higher, Japanese shares continued to surge helped by the confirmation

continue reading
18 Mar 2013

Australian profits, growth, interest rates and shares

From

This edition of Oliver’s Insights looks at the outlook for Australian shares and interest rates given the just concluded profit reporting season and the December quarter national accounts. The key points are

continue reading
12 Mar 2013

Weekly economic & market update

From

While the past week started on a rough note with stepped up property tightening measures in China, it turned around pretty quick with the US Dow Jones index making it

continue reading
11 Mar 2013

Weekly economic and market update

From

Shares had a volatile ride, getting hit earlier in the week following the poor outcome from the Italian election only to then rebound to varying degrees as worries about Italy

continue reading
04 Mar 2013

A new secular bull market in shares is close

From

The attached edition of Oliver’s Insights looks at the prospects for a new long term or secular bull market in shares. The key points are as follows: After being in

continue reading
01 Mar 2013

The Italian election and European risk

From

This edition of Oliver’s Insights looks at the implications of the Italian parliamentary elections. The key points are as follows: An inconclusive election in Italy, which has put a cloud

continue reading
27 Feb 2013

Weekly market and economic update

From

Shares were hit mid week by concerns triggered by the minutes from the last Fed meeting that it may exit quantitative easing earlier than had been thought, renewed property tightening

continue reading
25 Feb 2013

Oliver’s Insights – What’s the chance of a bond crash?

From

This edition of Oliver’s Insights looks at the outlook for government bonds and specifically the risk of a 1994 style bond crash. The key points are as follows: Sovereign bonds

continue reading
22 Feb 2013