Investment Briefing – The great experiment

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The world is still working through the aftermath of the credit crisis. While improving economic data and more fiscal stimulus in the US support a positive consensus for 2011, other

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Economic Update: December Quarter 2010

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While the Australian share market tended to lag overseas markets during the year, the stronger Australian Dollar (which exceeded parity with the US Dollar for the first time since 1982)

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Top tips for 2011

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It seems fitting to end the year with an outlook and some investment ideas for 2011. One of the major themes for 2011 will be the sustainability of the US

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Big issues for 2011

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Has consumer spending fundamentally changed? Is the US economy about to take off? Will China continue to dominate? Will the Aussie dollar be stronger for longer? How high will interest

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Review of 2010 and outlook for 2011

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Key points 2010 has been somewhat disappointing for investors, with continuing economic recovery but various macro scares resulting in a constrained and volatile ride for share markets and other related

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Global markets unlikely to recover to historical norms: hedged global bonds offer great value says PIMCO

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PIMCO has challenged conventional mean reversion assumptions due to deleveraging of private sector balance sheets, re-regulation, and slower growth coming from large developed nations Much of the developed world is

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Greece, Ireland, etc…the ongoing European debt debacle

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Key points While Ireland has now been granted financial assistance from the IMF and European Union, concerns remain regarding Portugal and Spain. Spain is a bigger risk as it is

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Biggest housing slump in a decade

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Construction work done Construction work done fell from record highs, down by 2.1 per cent in the September quarter. In real terms the value of construction work done fell to

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Cyclical recovery in shares remains on track, albeit bumpy

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Key points Share markets and related trades such as commodity prices and commodity currencies have fallen over the last two weeks, partly triggered by worries about the impact of Chinese

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Resource states shift into fourth gear

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Average weekly earnings; ABARE Mineral & energy major projects Average weekly earnings rose by 0.4 per cent in the three months to August with private sector earnings up just 0.2

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