Oliver’s Insights: Shares climbing a wall of worry

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The attached ‘Oliver’s Insight’ looks at the continuing recovery in share markets, despite ongoing worries about the global growth outlook. The key points are as follows: Global growth is likely to be

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13 Sep 2012

Oliver’s Insights: The going gets tougher for the lucky country

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Australian economic growth was solid at 3.7% over the year to the June quarter. However, the best has been seen with growth set to slow below 3% over the year

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10 Sep 2012

Weekly economic & market update – Super Mario (and probably the Fed) to the rescue

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Outlined below is the weekly economic and market report that reviews the key developments of the past week for investment markets and the outlook. After committing to do whatever it takes

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10 Sep 2012

Weekly economic & market update

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Share markets fell further over the past week on the back of global growth worries and in nervous trade ahead of Fed Chairman Ben Bernanke’s address in Jackson Hole, before

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03 Sep 2012

Weekly economic & market update

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After solid gains in share markets since early June shares are a bit overbought and vulnerable to a correction as we head into the seasonally weak period around September. This

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27 Aug 2012

Oliver’s Insights: emerging markets

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With the emering world now accounting for more than 50% of world economic activity and nearly 80% of world economic growth, this ‘Oliver’s Insight’ looks at the key economies of Brazil,

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21 Aug 2012

Weekly economic & market update

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There were a number of positives for growth investments over the past week and this has seen further gains in shares and a back up in bond yields in major

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20 Aug 2012

Oliver’s Insights: has the $A disconnected from fundamentals?

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This edition of Oliver’s Insights looks at the rebound and ongoing strength in the Australian dollar and the debate about whether the RBA should intervene directly to limit its strength.

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15 Aug 2012

Weekly economic & market update

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The news on the policy front out of Europe over the past week has been pretty quite. ECB officials have reaffirmed their determination to act and its clear the ECB

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13 Aug 2012

Weekly economic & market update

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Both the Fed and the ECB disappointed markets with a lack of immediate action. However, both promise of action to come if needed, so its not nearly as bad as

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06 Aug 2012