Weekly economic & market update

From

The past week has seen a swing in investor sentiment from gloom at the start of the week after the release of disappointing US jobs data to a bit more

continue reading

Oliver’s Insights: World economy back in the danger zone

From

This article looks at the state of the world economy, with recent developments suggesting that it is back in the “danger zone” referred to by the IMF and the World Bank

continue reading

Australia boom – March quarter GDP +1.3%…boom time or is it?

From

Australian March quarter GDP rose a surprisingly strong 1.3% resulting in an annual rate of +4.3%.  This is roughly double consensus expectations.  The key drivers of the upside surprise were

continue reading

Weekly economic & market update

From

Ongoing worries about Europe combined with soft global economic data, including a very weak employment report in the US and poor Chinese data, has seen investors head for safety. Share

continue reading

Oliver’s Insights: what to do?

From

The investment environment remains tough. On a long term basis shares and other related growth assets look attractive after several years of poor performance. Against this, Europe and the US

continue reading

Weekly economic & market update

From

Worries about a Greek euro exit and Spanish banks remained the focus for investors over the last week. However, with share markets and related risk assets having fallen sharply over

continue reading

Q&A on Greek euro exit and implications for the world and Australia

From

Renewed fear of a disorderly Greek default and exit from the euro has been a major driver of a flight to safety and falls in share markets recently with global

continue reading

Weekly market & economic update

From

“Risk off” remained the big theme for the third week in a row as global shares, commodity prices, the euro and the $A fell on the back of worries about

continue reading

Oliver’s Insights:Europe, China, US – the worry list for investors is getting wider again

From

There was one piece of great news last week. A new Mayan calendar find in Guatemala made no reference to the world ending this year. That’s nice, so I can

continue reading

Weekly economic & market update

From

The “risk off” tone in global financial markets continued over the last week following swings to the left in French, Greek and even German (regional) elections and worries that Spain’s

continue reading