Weekly market & economic update – week ending 24 October, 2014

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Investment markets and key developments over the past week Share markets continue to recover from their recent falls helped by a combination of good earnings news in the US, better

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Is Europe headed for “Japanese-style” stagnation?

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When pessimists want to express the utmost gloom ahead for the eurozone they often cite Japan’s lost decades as their most-feared outcome for the 18-member area. The worriers invoke a

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Central Bank Watch – October 2014

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Principal Global Investors has released its monthly Central Bank Watch for October 2014. The report outlines key concerns of the Reserve Bank of Australia which includes the slowing momentum in the Chinese

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Weekly market & economic update – week ending 26 September, 2014

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Investment markets and key developments over the past week Share markets had a rough week weighed down by a combination of worries about the Fed, tough action against US companies

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Nathan Lim updates Australian Ethical’s global energy policy assessment

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Australia Headlines Western Australia’s energy market is broken – wholesale electricity prices ($180 per megawatt hour) cost more than unsubsidised solar and wind, more than double rates in Eastern Australia

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The third arrow of Abenomics takes shape

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Japan’s parliament in June began debating legislation that would allow for the country’s first casinos. Whatever the merits casinos are as tourist attractions as the bill’s backers claim versus the

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Abenomics: good for Japan, good for investors and good for Australia

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Key points Japan’s economy appears to be weathering the April sales tax hike well and Abenomics looks to be working. Third arrow supply side reforms are very positive. The success

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Threadneedle Investments asset allocation update: April 2014

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In this latest outlook, Mark Burgess, Chief Investment Officer at Threadneedle Investments, assesses market activity so far this year and provides an asset allocation update. Threadneedle halves overweight in equities

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Nikko AM: Japan household financial net worth at record high, result of the ‘Abenomics Wealth Effect’

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The latest research from Nikko Asset Management (Nikko AM), a related company to Tyndall Investment Management Limited (Tyndall AM) shows that Abenomics is exceeding its targets and consensus expectations on

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Abenomics and the wealth effect

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Nikko AM uses the expression ‘Super-Abenomics’ to describe our expectation that Japan will exceed its own targets, as well as consensus expectations, for its new economic plans and reforms.  Of

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