All posts by Office

Close to peak recovery

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Global equity markets remain challenging at present with valuations continuing to bounce around record highs.  A large part of the remarkable performance of equity markets in recent months has been stimulus overkill. However, the stimulus story is itself close to a peak and households will soon be in a position where their spending power will sequentially decline.

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Market Update – July 2020

View from the hill

The worst is behind us according to many analysts and economists. Covid-19 has had the most damaging impact to the economy since the Great Depression yet there are signs that improvement has commenced even though the world is still in the grips of the pandemic.

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How worried should investors be about a “second wave” of coronavirus cases?

The past week has seen a flurry of concerns about a “second wave” of coronavirus cases. It started when US infectious disease expert Anthony Fauci warned the coronavirus outbreak is not over and media started to focus on more than 20 US states seeing a rising trend in new cases, and then over the weekend, China reported a cluster of cases in Beijing around a market.

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Australian dawn

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The macro environment is rapidly changing as health concerns ease faster than expected and economies emerge from hibernation. While overall equity market valuations appear challenging there are a range of sectors that will benefit from this next phase.

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Market Update – May 2020

View from the hill

Despite the severe isolation measures put in place in countries all over the world, markets were generally strong through April. The US weekly jobless claims come off the record set in late March however the number of claims each week through April was still staggeringly high with over 30 million Americans having lost their jobs in just six weeks.

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