Mega trends for investors

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The day-to-day noise surrounding investment markets can be very distracting, making it hard for investors to see the wood for the trees. This is particularly the case with the Global

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Asia & emerging countries vulnerability to European debt crisis

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The European debt crisis is still far from resolved and while we see growth in the US avoiding a return to recession, the risk is significant. With fears Europe and

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Oliver’s Insights: Can gold keep going higher?

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Gold is one asset that has come through recent turmoil pretty well. But why is it doing so well? Is it a forewarning of inflation to come, or is it

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Oliver’s Insights: Why yield matters

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The renewed turmoil of the last month or so has provided a reminder that we are in an investment environment of constrained capital growth and increased volatility. This is likely

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The sharemarket panic – what happened to the global recovery?

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After the events of the last few weeks it’s easy to be bearish. After plunging nearly 20% from their highs earlier this year to the lows last week, global share

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Weekly economic and market report

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Weekly economic and market report for week commencing 17 July 2011 Headline developments of the past week European debt problems took centre stage yet again over the last week. Until

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AMP: Weekly market & economic update

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Headline developments of the past week The European debt crisis is continuing to rumble along with increasing talk of a “soft debt restructuring” for Greece which would involve extending the

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$US breaking down, $A breaking higher

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Key points The $A is continuing to push further above parity against the $US, reaching a 29 year high. This reflects a combination of strong commodity prices, $US weakness and

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Rising oil prices – what is the tipping point for growth?

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Key points Global oil prices remain under upward pressure from turmoil in the Middle East and North Africa. This will dampen global growth and add to the financial pressure on

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The likely economic/financial impact of Japan’s earthquake

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Key points The Japanese earthquake has caused terrible human suffering. In terms of the economic impact, in the short term it will likely depress Japan’s economy as a result of

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