Oliver’s Insights – The Australian economy still in the doldrums Key points are as follows… Australian economic growth remains weak at 2.5%. Expect another one or two RBA cash rate cuts and the $A to fall to around $US0.70 by year end. Record low borrowing rates, the falling $A, lower fuel prices and rising wealth…
In the latest update, Brian reviews events in markets during February. He discusses: how world share markets rose over the month, supported by central bank policies of keeping interest rates very low how Greece’s agreement with European authorities to extend its bailout deal boosted the Greek share market why it’s unclear whether business investment in…
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Highlights: Global growth has improved following Central Bank monetary stimulus Oil prices remain volatile, the price range has stabilised, and will provide stimulus to global growth US economic data remains in recovery mode with improving consumer sentiment US bond yields rally following continued improvement in the labour market China continues monetary easing RBA keeps rates…
Oliver’s Insights – Another 21 great investment quotes… “Investing can be profitable as well as fun, but it can also be unnerving and unprofitable if you don’t understand markets and don’t have the right mindset. The basics of successful investing are timeless and some experts have a knack of encapsulating these in a way that’s…
Highlights: Global Central Banks continue to lower interest rates The RBA cuts the cash rate by 25bp to 2.25% (February 2015) The ECB finally announces Quantitative Easing – €60b per month Oil prices declined again in January – represents a 47% decline in 4 months Global bond yields trend lower US economic data continues to…
Brian Parker, Head of the Portfolio Specialists Group, gives an update on markets during January. He discusses: how most world share markets rose over the month, other than the US why renewed concerns about the health of the world economy have caused some central banks to ease monetary policy why Australia’s investment environment remains uncertain,…
Key points are as follows… Falling inflation on the back of falling commodity prices and global spare capacity indicates deflation is more of a threat globally than a surge in inflation. Further monetary easing in Europe, Japan and elsewhere should help head the threat off but it’s worth keeping an eye on. Low interest rates…
Highlights: Oil prices decline sharply through November. Global equity markets continued to rally strongly, although Australia did not participate. US economic data continues to show a sustainable recovery. Weak economic data across the Eurozone continues to support further ECB monetary intervention. China moves from targeted stimulus to a broad cut in interest rates to meet…
Key points are as follows… · 2014 has been a positive but somewhat constrained and messy year for investors as the global economy remained in a cyclical “sweet spot” despite various threats, but Australian shares underperformed. · 2015 is likely to see okay but uneven global growth, low inflation and easy monetary conditions. While the US is…