Oliver’s Insight: Greek relief for now, but what about the US?

From

The Greek election has averted a messy Greek default and euro exit for now, but European problems remain intense with hopefully the June 28-29 EU leaders’ summit providing some lasting

continue reading
21 Jun 2012

Greece Q & A

From

Renewed fear of a disorderly Greek default and exit from the euro has been a major driver of a flight to safety and falls in share markets recently. Global shares

continue reading
18 Jun 2012

Weekly economic & market update

From

It’s been another volatile week in investment markets. Asian markets started the week on a strong note following better than feared Chinese data and news that Spanish banks will receive

continue reading
18 Jun 2012

Weekly economic & market update

From

The past week has seen a swing in investor sentiment from gloom at the start of the week after the release of disappointing US jobs data to a bit more

continue reading
12 Jun 2012

Oliver’s Insights: World economy back in the danger zone

From

This article looks at the state of the world economy, with recent developments suggesting that it is back in the “danger zone” referred to by the IMF and the World Bank

continue reading
12 Jun 2012

Australia boom – March quarter GDP +1.3%…boom time or is it?

From

Australian March quarter GDP rose a surprisingly strong 1.3% resulting in an annual rate of +4.3%.  This is roughly double consensus expectations.  The key drivers of the upside surprise were

continue reading
07 Jun 2012

Weekly economic & market update

From

Ongoing worries about Europe combined with soft global economic data, including a very weak employment report in the US and poor Chinese data, has seen investors head for safety. Share

continue reading
04 Jun 2012

Oliver’s Insights: what to do?

From

The investment environment remains tough. On a long term basis shares and other related growth assets look attractive after several years of poor performance. Against this, Europe and the US

continue reading
29 May 2012

Weekly economic & market update

From

Worries about a Greek euro exit and Spanish banks remained the focus for investors over the last week. However, with share markets and related risk assets having fallen sharply over

continue reading
28 May 2012

Q&A on Greek euro exit and implications for the world and Australia

From

Renewed fear of a disorderly Greek default and exit from the euro has been a major driver of a flight to safety and falls in share markets recently with global

continue reading
23 May 2012