A good year, or a very good year?

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Economic & financial perspectives A good year:  Total returns on Australian shares (All Ordinaries Accumulation index) are currently up 17.3 per cent over 2013/14. If returns hold at these levels through to June 30 then investors will have experienced the best back-to back returns in seven years. Other returns higher: Returns on dwellings are up 15.3

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The Australian dollar – still more to fall

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Key points The rising tide in favour of the $A has well and truly reversed with further downside likely in the years ahead, particularly against the $US and Euro. The commodity price boom has faded in response to a moderation in Chinese growth as commodity supply increases, the US is slowing its quantitative easing program

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Saxo Bank publishes its investment outlook for Q1 2014

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Emerging Asia will become the world’s primary weak spot in 2014, but we have reached the beginning of the end of this crisis Saxo Bank, parent company of Saxo Capital Markets, the online multi-asset trading and investment specialist, has published its first quarterly insight for 2014 looking across both the macroeconomic environment and individual asset

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Investor Signposts: Week Beginning July 21 2013

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Upcoming economic and financial market events Australia July 22: State of the States – CommSec’s quarterly assessment of state/territory economies July 24: Consumer Price Index (June Qtr) – We expect that prices rose 0.4% to be up 2.4% over the year Overseas July 22: US Existing home sales (June) – A modest lift in sales

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Is the mining boom over? And does it matter?

The mining investment boom still has another year or two to go but its peak is starting to come into sight & the best has probably been seen in terms of commodity prices. The past week has seen much debate and consternation in Australia as to whether the mining boom that has supposedly propelled the

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ASX Group Monthly Activity Report – June 2011

  The value of ASX-listed stocks, as measured by the All Ordinaries Index, fell 2.7% during June 2011. Many other major markets also fell during the month including Hong Kong down 5.4%, the US down 1.8%, the UK down 0.7%, and Singapore down 1.2%. In contrast Japan was up 1.3%. Over the course of financial

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Artio Global Investors Selects Australia for Global Expansion

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Ian Webber to lead focus on Australian institutional investment market New York-based investment management firm Artio Global Investors (“Artio Global”) announced it is opening an office in Sydney, Australia, bringing its unique investment management approach to the Australian institutional market. Artio Global manages US$ 49.2 billion in assets as of May 31, 2011 across a

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Trade surplus hits seven month high

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International trade; Performance of Services Australia’s trade surplus widened by $716 million to $2,333 million in May – a seven month high. Exports rose 3.2 per cent with imports up 0.4 per cent. The trade surplus with broader China (China and Hong Kong) has risen from $10.3 billion to $25 billion in the space of

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Investor Signposts: Week Beginning July 3 2011

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Upcoming economic and financial market events The big picture Our central view is that the US economy is undergoing a mid-cycle pause and that growth will start to lift again late in 2011. As such, we believe that the Federal Reserve won’t provide additional monetary stimulus and will in fact start to withdraw the stimulus

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Digging Deeper: Institutional ETF investment in Australia

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The Australian ETF market has gathered momentum over the last two years, gathering AUM across a range of products, investment styles and providers.   However unlike the US or Europe, the growth of these investment vehicles in the local market has been largely driven by retail investors, with most institutional investors seemingly reluctant to get

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