Share markets may see further declines in the short term due to the imposition of tariffs from both China and the US along with further market uncertainty as negotiations continue around trade.
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Australia: let’s not get carried away
After the post-election rally, we are downgrading our recommendation on Australian equities to underweight. There are a number of factors that are driving the downgrade.
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Australian house prices getting closer to the bottom, but don’t expect a return to boom time conditions
The negatives weighing on Australian residential property prices remain significant but the past few weeks have seen a number of developments that suggest that prices could bottom earlier and higher than we have been expecting. The election outcome removed a key threat, but several other factors also help.
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Market Update – May 2019
The resurgence of global market has continued in April with lower volatility and US equities heading back to all-time highs. While economic data continues to be mixed with some signs of softening markets continue to rise as the potential for further rate rises has all but been ruled out.
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Market Update – April 2019
Conflicting signals between volatility in equity markets and bond yields – who will be correct? Despite commentators suggesting volatility will remain high, 2019 has seen volatility markets fall to rather low levels.
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A new era for the Fed
We appear to be on the cusp of a radical change in the approach to monetary policy in the US. The Federal Reserve (Fed) has recently abandoned plans for further rate rises, declared an early termination of quantitative tightening and announced a strategic review of its monetary policy framework.
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Inflation undershoots in Australia – why it’s a concern, is the RBA running out of ammo & what it means for investors?
Surprisingly weak Australian inflation has led to expectations the Reserve Bank will soon cut rates. But what’s driving low inflation? Is it really that bad? Why not just lower the inflation target? Will rate cuts help? And what does it mean for investors?
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2019 Federal Budget Summary
Please click on the link below to view a summary of the 2019 Federal Budget.
Market Update – March 2019
The Australian economy, so resilient for so long, is clearly now seeing meaningful weakness. Economic growth on a per capita basis (i.e., per person) shrank both in the September and December quarters as evidenced by yesterday’s data release.
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Global growth slowing, plunging bond yields & inverted yield curves – not terminal but shares are due a pull back
The past week has seen a renewed intensification of concerns about global growth. Bond yields have plunged and associated growth worries have weighed on share markets.
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