Global Outlook – Inflation decoupling

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There has been a notable divergence in global inflation trends over the past year. Among the twenty large economies that we monitor, ten have seen an increase in consumer price

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18 Sep 2014

Weekly market & economic update – week ending 29 August, 2014

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Investment markets and key developments over the past week Share markets were mixed over the past week with good economic data propelling the US share market to record highs and

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01 Sep 2014

The global economic outlook – implications for investors

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Key points The global economy is still on the mend, but it’s still a two steps forward, one step back affair. Of the major regions the US is doing the

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28 Aug 2014

Weekly market & economic update – week ending 1 August, 2014

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Investment markets and key developments over the past week Global shares had a poor week with a range of issues reportedly weighing with more sanctions on Russia and worries about

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04 Aug 2014

Threadneedle’s latest investment strategy and market commentary

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Global equity markets were largely unchanged in April, although this masked a fairly wide dispersion in returns at the sector level. Earlier in the month, for example, technology stocks came

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21 May 2014

Weekly market & economic update – week ending 28 February, 2014

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Investment markets and key developments over the past week It’s been another somewhat mixed week for global and Australian shares as indexes flirt with post GFC highs and the situation

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03 Mar 2014

Weekly Economic Perspective: week beginning 13 January

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The Week Ahead The transition from mining to non‑mining led growth is on track.  Next week’s data on housing lending, consumer sentiment, construction, employment and dwelling starts will provide further

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13 Jan 2014

Eurozone and the Indian Rupee: the Places to Be in 2014

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The Eurozone, which has been the very centre of political instability, is where growth is most likely to emerge in 2014 and, in terms of currency, the Indian Rupee will

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07 Nov 2013

Oliver’s Insights – 3 steps forward, 2 steps back – but Euro-zone risks are receding

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The risk of a break up in the Euro-zone peaked in May, and has been declining since as European leaders have opted for “more Europe” and the ECB has committed

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24 Sep 2012

Outcome of the recent EU summit

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The measures taken at the summit are a significant step forward in terms of stabilising the region’s financial markets, says Standish’s Brendan Murphy. However, we are yet to see a

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10 Jul 2012