On Wednesday 27th of January 2016, Mike Hawkins (Australian Equities Portfolio Manager) and Stephen Arnold (International Equities Portfolio Manager) discussed in detail the current market and their expectations for the outlook from here.
If you are interested in hearing their views, please click here.
2015 has seen another long worry list for investors. Some of these – such as terrorist attacks in Paris, the escalating war in Syria, refugee problems in Europe, Greece’s latest tantrum and tensions in the South China Sea – have not had a lasting impact on investment markets. However, worries about deflation, falling commodity prices, fears of an emerging market (EM) crisis led by China and uncertainty around the Fed’s first interest rate hike have had a more lasting impact.
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While the Australian economy continues to be held back by a range of structural challenges, the cyclical outlook for 2016 is a little brighter.
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Despite an increasingly stable economic backdrop, commodity prices continued to tumble over November. The Reserve Bank Commodity Price Index showed a 2.9% fall last month, to bring the annual decline to 22%. As a result, prices of resource stocks plummeted further last month, with Australia’s export income now in decline despite higher volumes.
Click here to read the article.
Some confidence returned to financial markets over October. Economic data in the U.S. was favourable and further signs of monetary policy support in Europe and China added to the positive sentiment.
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For much of this year the big debate (or obsession) for investors has been about when the Fed would start to raise interest rates after nearly seven years of being near zero.
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Heightened financial market volatility continued over September, although sharemarket losses were less significant than those recorded in August. Concerns over a slowing in the pace of economic growth in China appeared to be the dominant theme on markets last month.
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Analysing the Australian residential property market is a bit like Groundhog Day as the big picture fundamental issues don’t really change much in that Australian housing is expensive, affordability is poor, household debt is high and there is a constant debate as to whether there is a crash around the corner.
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Global growth expectations continue to be pared back, which together with the strong commodity supply pipeline continues to undermine commodity prices.
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Max recently returned from the Australian Masters Games held in Adelaide at the beginning of this month and came away with:
Bronze Medals in:
Silver Medal in:
Gold Medals in:
Awesome Maxie!! Well done!! We are all very proud of you.