‘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

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Threadneedle’s outlook and investment themes for 2011

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Reasonable global growth led by emerging economies, but markets remain fragile and shocks will trigger volatility Mark Burgess, incoming Chief Investment Officer at Threadneedle, looks ahead to 2011: “Our central

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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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Weekly market & economic update: 5 November 2010

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Headline developments of the past week The contrast in global central banks was stark over the past week with those in weak countries such as the US, Japan and Europe

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Budget outcome: Better than expected… again

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Federal budget update The Federal Budget deficit stood at $54.8 billion in 2009/10 (4.2 per cent of GDP), an improvement of $2.3 billion on the estimate made just four months

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Weekly market & economic update

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Headline developments of the past week While the risk of a double dip back into recession may be waning, the prospect of sub-par growth in key developed countries suggests that

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Global Reflation Mark II, gold and the Australian dollar

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Key points The sub-par recovery in the US, Japan and Europe and constrained fiscal policy most likely means that we will see another round of global policy reflation, centred on

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Investor Signposts: Week Beginning September 19

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Upcoming economic and financial market events Australia September 20    Reserve Bank Governor speech    Foodbowl Unlimited Forum Luncheon in Shepparton September 21    RBA Board minutes (September 7)    Minutes of the last

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Lessons for US shares today from Aust in the early 1990s

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Key points Shares normally go through a tough patch in the second year following a bear market low. This can reflect worries about monetary policy tightening or worries about a

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Financial Services Council launches Chief Investment Office Investment Index

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Chief Investment Officers mildly optimistic about investment outlook The inaugural ‘Financial Services Council Chief Investment Officer Investment Index’ shows Chief Investment Officers (CIOs) are mildly optimistic about the performance of

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