The attached note provides a summary of key insights and views on the investment outlook for 2020 in simple point form. The key points are as follows: Despite ongoing bouts of volatility, 2020 is likely to provide solid investment returns, albeit slower than seen in 2019. Recession remains unlikely (it’s a bigger risk in Australia)…
How do index innovations and advisor strategies in the U.S. help shape strategies in markets around the globe? S&P DJI’s Stuart Magrath sits down with CCA Financial Planner’s Christopher Cachia to discuss key takeaways from S&P DJI’s latest FA study tour.
The attached note takes a look at the outlook for the Australian residential property market. The key points are as follows: The Australian housing market remains far more complicated than optimists & doomsters portray it to be. Yes, it’s expensive and heavily indebted but talk of mortgage stress is overstated & it’s been undersupplied. The…
The attached note looks at the US-China trade war and its impact on investment markets. The key points are as follows: The trade war between the US and China is escalating, posing a rising threat to global growth. Although we remain of the view that a deal will be reached, the risk has increased. Share…
The attached note looks at the Reserve Bank of Australia’s decision to cut the official cash rate by 0.25% to a new record low of 1.25%. The key points are as follows: The RBA’s latest rate cut is aimed at heading off a further slowing in growth which would threaten higher unemployment and lower for…
The attached note looks at seasonal patterns in share markets. The key points are as follows: Seasonal patterns typically see shares do well from around November to May and not so well from May to November. This partly reflects a combination of tax loss selling in the US, new year cheer and the pattern of…
