Please click on the link below to view a summary of the 2017 Federal Budget.
All posts by Office
Market Update – April 2017
The Trump administration’s tax reduction and infrastructure policies continued to have a positive influence on equity markets, following a broadly well received address to Congress in late February.
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Global growth looking healthier – underpinning share markets and a gradual rising trend in bond yields
Despite numerous geopolitical threats (Eurozone elections, tensions between the US and China, North Korea, etc.), worries about the demise of the so-called “Trump trade” and shares being overbought and due for a correction at the start of the year, share markets have proved to be remarkably resilient with only a minor pull back into their recent lows.
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China 2.0: New roads to success
An analysis of China’s New Silk Road initiative, the impact for the global economy and investment implications.
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The $US200 trillion global debt mountain – how big a threat is it really and what are the implications for investors?
Excessive debt tends to be at the centre of most scare stories regarding the investment outlook – whether they relate to China, public debt in developed countries, corporate debt in the US or Australian household debt.
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Market Update – March 2017
February was dominated by political news from the United States and more recently the potential for a rate hike in March, however in Australia the improving economic outlook as well as the recent reporting season received relatively little attention.
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Market Update – February 2017
January was dominated by economic and political news from the United States with President Trump leading with a range actions including withdrawing the US from the Trans-Pacific Partnership (TPP) and placing a travel ban on travel from seven countries.
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It’s a Girl
The Chinese economy stabilises and iron ore surges – where to now and what it means for investors and Australia
A year ago there was a long global worry list and high on that list was China. But since then it seems China worries have receded. So what happened? Put simply the Chinese economy stabilised. But what’s the outlook for China now? And what does this mean for investors and Australia?
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Market Outlook
As of 27 February, the ASX200 at 5724, has risen 1.8% on a month to date. The rally this month has been US led, with the S&P500 up 4.0% month to date, the US corporate profit reporting season well received and continuing optimism of a more pro-growth US policy agenda.
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