Market Watch
Market Watch
Tom Young The Australian market might feel like a bloodbath now, but for me, it’s been a long time since I’ve seen so much value in the market for those who can hold their nerve. COVID-19 has, rightly, made governments around the world sacrifice economic growth for the preservation of human health. This has sent...Read More
Dr Shane Oliver The Federal Government’s fiscal stimulus programme centred around a wage subsidy to help combat the impact on the economy of coronavirus-driven shutdowns has generated much community support. But how will it be paid for? Can we afford it? How does RBA quantitative easing fit into it? And what are the longer-term consequences...Read More
At its meeting today, the Board reaffirmed the targets for the cash rate and the yield on 3-year Australian government bonds of 25 basis points, as well as the other elements of the package announced on 19 March 2020. The coronavirus remains first and foremost a very major public health issue, but it is also...Read More
Over the weekend in Australia, the federal government announced a second fiscal stimulus package to offset the hit to growth from COVID-19. Below are some of the main take-aways: An additional $46bn worth of direct government spending for individuals and businesses impacted the coronavirus. Along with the first round of stimulus announced recently ($17.6bn to...Read More
At its meeting today, the Board decided to lower the cash rate by 25 basis points to 0.50 per cent. The Board took this decision to support the economy as it responds to the global coronavirus outbreak. The coronavirus has clouded the near-term outlook for the global economy and means that global growth in the...Read More
My reasons for calm in the middle of a tough quarter
February 24, 2020
At home and abroad, major events have rattled global markets in the first quarter and are set to have an ongoing impact. However, it’s not all bad news, and as always - it’s a good idea to turn down the noise. The United States and Europe You might not know it from the headlines, but...Read More
Australian real estate in 2020: outlooks and opportunities
February 24, 2020
Lessons from 2019 Economic growth is slowing, but still growing Following the Australian federal election in 2019, those of us who were optimistic about the outlook for Australian GDP growth were surprised at the extent to which the Reserve Bank of Australia (RBA) cut interest rates. However, these cuts were also in the context of...Read More
Protecting wealth through an epidemic: a Coronavirus case study
February 24, 2020
Epidemics can rattle markets, and as fund managers we need to know what is worth reacting to and what is a product of the 24-hour news cycle. Here, we share some learnings for advisers and investors facing information overload. In the age of information, it can be easy for investors and advisers alike to be...Read More
At its meeting today, the Board decided to leave the cash rate unchanged at 0.75 per cent. The outlook for the global economy remains reasonable. There have been signs that the slowdown in global growth that started in 2018 is coming to an end. Global growth is expected to be a little stronger this year...Read More
Exploring equities as an income options for retirees in 2020
January 28, 2020
https://vimeo.com/377480434 Determining the best option for income investment can be a challenging task, and retirees in particular have a specific set of needs that set them apart from other investors. A decade ago, generating an income in excess of six per cent was very achievable, and could be diversified across a number of relatively low-risk...Read More