The medium term return potential for major assets – still constrained

From

 Key points While the global economy is looking better than it has for years, relatively low investment yields from most major asset classes mean the medium term return outlook remains

continue reading
07 Aug 2014

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

From

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

continue reading
04 Aug 2014

Weekly market & economic update – week ending July 25, 2014

From

 Investment markets and key developments over the past week Share markets rose on mostly good economic data, continued solid earnings results in the US and an absence of additional bad

continue reading
28 Jul 2014

Investment outlook after another solid financial year

From

Key points The past financial year saw solid to strong returns from most asset classes drive good returns from balanced and growth oriented investment strategies, including from super funds. Investors

continue reading
23 Jul 2014

Weekly market & economic update – week ending 18 July, 2014

From

Investment markets and key developments over the past week Global share markets had a messy week as good economic data, earnings reports and reduced concerns regarding Banco Espirito Santo helped

continue reading
21 Jul 2014

Weekly market & economic update – week ending 11 July, 2014

From

Investment markets and key developments over the past week Share markets retreated over the last week on worries that problems at some European banks might spark a return of its

continue reading
14 Jul 2014

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

From

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

continue reading
10 Jul 2014

Weekly market & economic update – week ending June 27, 2014

From

Investment markets and key developments over the past week Despite mostly good economic data, global share markets fell back slightly over the last week amidst ongoing uncertainty regarding Iraq and

continue reading
30 Jun 2014

Weekly market & economic update – week ending 20 June, 2014

From

Investment markets and key developments over the past week Global share markets generally rebounded over the last week as a dovish Fed and  solid economic data offset continuing uncertainty regarding

continue reading
23 Jun 2014

The bond rally, secular stagnation & now Iraq

From

Key points The global bond rally so far this year can be explained by a combination of soft growth, dovish central banks, short covering and increasing belief in “secular stagnation”.

continue reading
19 Jun 2014