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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Investor Signposts: Week Beginning March 27 2011

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The big picture There is an old adage in economics – there are lies, damned lies and statistics. And when it comes to the issue of housing valuations and affordability, there is a lot of data that can be categorised in the two former terms and much less in the latter. As we go across […]

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$US breaking down, $A breaking higher

Key points The $A is continuing to push further above parity against the $US, reaching a 29 year high. This reflects a combination of strong commodity prices, $US weakness and high Australian interest rates. Unless the global economy slides back into recession, which appears unlikely, the $A is likely to average above parity over the […]

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Experience & Long-term Results Underpins Zenith’s ISAM Systematic Fund ‘Recommended’ Rating

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Zenith Investment Partners Pty Ltd (Zenith) Head of Alternatives Research Daniel Liptak has announced that International Standard Asset Management (ISAM) Systematic Fund has received a RECOMMENDED rating. With offices in London and New York, ISAM was founded by Stanley Fink, former CEO of the Man Group, in July 2008 to provide alternative investment strategies to […]

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Investor Signposts: Week Beginning March 20 2011

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The big picture If you wanted to get a good textbook example of a ‘fear-driven’ event it is the so-called Japanese nuclear crisis. It started with one of the biggest earthquakes in the modern era. But clearly that earthquake wouldn’t have had a major impact on global financial markets if it weren’t accompanied by a […]

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Investor Signposts: Week Beginning January 9 2011

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The big picture One thing we can never escape here in Australia is natural disasters. Whether it is drought, floods, bushfires, cyclones or hail storms, natural disasters are part and parcel of our wide, brown land. And the Queensland floods are no different. While clearly historic in size and significant in magnitude, Australians are dealing […]

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‘Noughties’ over; ‘Teens’ begins

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Look back at 2010. Look ahead at 2011. Contrary to the expectations of the gloom and doomsters, 2010 turned out to be a positive year. The global economy expanded by around 4.5 per cent, the world didn’t slip into recession and global sharemarkets generally rose. Sure, the year wasn’t without its problems. Investors fretted about […]

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Strong Aussie dollar causing pain for many expats

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Top tips to reduce the ‘ouch’ factor While the strong Aussie dollar is good news for some, one of the groups feeling the pinch is expats living in Australia who have money overseas. And according to Joe McKenna, of specialist foreign exchange broker World First, with the dollar expected to remain strong in the first […]

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“Gael” Force Winds

The equinoctial gales seem to have come late, but come they have. Issues surrounding sovereign risk and the sustainability of current fiscal policies in peripheral Europe have also returned to centre stage with a vengeance. This has induced a sharp bout of risk aversion. This Snippet looks at what might lie ahead. Perhaps one of […]

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Investor Signposts: Week Beginning November 21 2010

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The big picture In the US, investors have been cheering the election result. That may seem odd, given the fact that it appears a recipe for doing nothing – a Republican-controlled House of Representatives, Democrat-controlled Senate and a Democrat in the White House. One study found that returns for the Dow Jones almost doubled in […]

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