Weekly economic and market update

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US markets were closed early in the week due to Hurricane Sandy. Our thoughts are with all of those affected. From an economic perspective, rough estimates suggest around $US40-50bn in

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Investment cycles and why they matter

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This edition of Oliver’s Insights looks at the importance of cycles to investors. The key points are as follows: Cyclical fluctuations in investment returns are particularly important for investors. Most

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Weekly market and economic update

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More of the same over the past week with mixed news on profits, nervousness over the US “fiscal cliff” and no resolution regarding Spain and Greece seeing the correction in

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Weekly economic and market update

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Signs global growth has bottomed continue to build. Chinese economic growth rose to 2.2% in the September quarter and indicators for retail sales, industrial production, investment, money supply and exports

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Oliver’s Insights – the US election

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This issue of Oliver’s Insights looks at the November 6 US Presidential and Congressional elections and implications for share markets. The key points are as follows: The November 6 US Presidential election

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Weekly economic & market update

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The correction in global share markets that got underway in mid-September has resumed over the last week. This has been fuelled by the failure of the US share market to break

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Oliver’s Insights – 3 steps forward, 2 steps back – but Euro-zone risks are receding

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The risk of a break up in the Euro-zone peaked in May, and has been declining since as European leaders have opted for “more Europe” and the ECB has committed

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Weekly economic & market update

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Global monetary easing continued over the past week with the Reserve Bank of India cutting banks’ required cash ratios and the Bank of Japan increasing the size of its quantitative

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Oliver’s Insights – Q&A on QE3

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This edition of Oliver’s Insight looks at the latest round of quantitative easing announced last week in the US. The key points are as follows: Open ended quantitative easing (QE3) in

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Weekly market & economic update – risk on!

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The past week has been another good one for investors as various key events that investors had been worrying about have continued to pass with positive outcomes. The big news

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