Market Watch
Market Watch
Invest in a corporate bond fund or put your money in a term deposit? It’s a question more pertinent now than ever, as market interest rates push towards new lows. Both term deposits and managed bond funds are suitable for investors who want a reliable income stream, liquidity and capital preservation. But they have different...Read More
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The outlook for the global economy remains reasonable, although growth has slowed and downside risks have increased. Growth in international trade has declined and investment intentions have softened in a number of countries. In China, the authorities have...Read More
You might remember that late last year markets fell sharply because investors were worried the US central bank, the Federal Reserve, wasn’t ‘dovish’ enough. Investors fretted that the Fed would keep raising rates through 2019 in the face of financial market volatility and signs of slowing global growth. The sell-off was exacerbated by the US...Read More
Since the 1970s governments have spent relatively less on vital infrastructure. With the aftermath of the global financial crisis constraining government finances, that underinvestment has continued. The private sector is stepping up to meet a surge in demand for new infrastructure - across water, energy, transport and communications -- and that is creating opportunities for...Read More
Right now, investors are focused on corporate profits. Australian companies are forecast to show earnings growth of between four and five per cent this results season, which is a modest result compared to recent years. This decline is in large part due to the deteriorating performance of the resources sector compared to recent results seasons....Read More
Investors around the world take environment, social and governance (ESG) issues into account when deciding where to invest, how to invest and how to measure returns.The ESG issues most likely to come under the microscope this year include some old favourites and a few new ones. 1. Climate change Three years after the Paris Agreement...Read More
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economy grew above trend in 2018, although it slowed in the second half of the year. Unemployment rates in most advanced economies are low. The outlook for global growth remains reasonable, although downside risks have increased....Read More
Many investors have been rattled by falls in share markets and are fretting about what the new year may hold. But there are a number of reasons to suggest that after a weak 2018, 2019 will be better, and that a well-diversified portfolio should deliver reasonable returns. 1. This is a “mid-cycle” correction Firstly, while...Read More
Investor uncertainty and market volatility appear to be increasing as the economy continues to strengthen, leading to higher bond yields and eventual interest rate rises. Australian equity investors trying to navigate the choppy waters that lie ahead should ignore the day-to-day ‘noise’ of the markets and instead focus on seven key questions. The answers to...Read More
https://vimeo.com/291021827 The long-term rise in Australian home prices has led to a huge inter-generational transfer of wealth from the young to the old. A material reversal in property values will go some way to unwinding this, creating winners and losers amongst the generations. Australia has long had a love affair with home ownership, which is...Read More