In Australia, both the RBA and Treasury have recently predicted better times ahead. Though recent data has been patchy, an improvement in local prospects will be needed to help justify somewhat expensive share valuations. It…
Global economic growth and inflation indicators are showing signs of improvement. Stronger economic growth has always been a positive driver for equity markets, but rising inflation will also be challenging for income oriented asset classes.…
2017 presents new opportunities for investors, with equity markets buoyed by renewed expectations for growth. The ASX 200 ended the year up 11.8% (including dividends) and FY17 promises to be the first time in two…
The global economy is picking up and Australia is about to secure the global record for the longest period a country has gone without a recession. But with the focus on the political environment, there…
In November, markets were startled and then supported by the election of Donald J Trump as President of the United States. The program that Trump intends to introduce is not widely understood. The President’s budget…
It’s not uncommon for friends and relatives to band together to capitalise on the investment property market. But what happens when it all goes wrong? The Housing Industry Association shows that it now takes 2.04…
2016 has been a year of surprises. From the political environment to the sporting field, there’s been no shortage of outcomes that looked highly improbable at the beginning of the year. Meanwhile, the market has…
Australian shares have been fickle. Market confidence has drifted lower since August as investors ponder the unknowns around the US election and likely interest rate movements. There is still no definitive sign of a breakout…
Despite central banks staying the course with accommodative policies, many asset classes, both at home and overseas, encountered some turbulence over the past month, principally because markets started to confront the reality rather than the distant prospect of…
History frequently unfolds by accident rather than by design. The decision to enact on ‘Brexit’ has thrown a cloak of uncertainty over the future of the European project. The redefinition of the UK’s relationship with…
