Oliver’s Insights: Australia – the RBA, the economy & shares

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For some time our view has been that Australian interest rates need to be lower. The Reserve Bank at its last meeting seemed to be finally coming around to this

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26 Apr 2012

Weekly economic and market update – week beginning 23 April 2012

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Europe remains a source of consternation, but there have been some positive developments. News that Italy is delaying its return to budget surplus by one year, Spanish banks’ bad loans

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23 Apr 2012

Oliver’s Insights: China – soft landing, slow easing, shares cheap

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China’s growth rate has slowed to 8.1%…given monetary easing it is likely to stabilise at around 8% this year, consistent with a soft landing. Chinese economic data for March contained

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19 Apr 2012

Oliver’s Insights: Here we go again?

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After strong share market gains in the March quarter a correction or rough patch was inevitable and we now may have entered just that, particularly with the Euro-zone debt crisis

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17 Apr 2012

Weekly economic & market update

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The past week saw volatility return in a big way to investment markets. Initially share markets fell sharply in response to the poor US non-farm payroll release and intensifying concerns

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16 Apr 2012

Weekly economic & market update

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The past week has seen a swing to “risk off” with shares, commodities and growth currencies like the $A all weak on worries about Spain capped off by a disappointing

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10 Apr 2012

Oliver’s Insights: should Australian super funds have more bonds?

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There has recently been much debate about whether Australian super funds have too much in shares and not enough in bonds. The basic argument is that compared to other major

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09 Apr 2012

Weekly economic & market update

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Detailed below is the weekly economic and market report which reviews the key developments of the past week for investment markets and the outlook. Euro-zone finance ministers look likely to agree

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02 Apr 2012

Weekly economic and market update

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The past week saw investor caution return on the back of soft economic data & renewed worries about China and Europe. This saw shares, commodity prices and the $A fall

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26 Mar 2012

Global recovery watch – what’s the risk of another mid year growth scare?

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So far this year we have seen solid gains in global share markets. Economic news has been positive with receding tail risks regarding Europe, greater confidence of continued growth in

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26 Mar 2012