02 March 2017 Key points A rebound in the economy in the December quarter confirms that Australia is continuing to avoid recession. There are seven reasons to be upbeat about the Australian outlook: thanks to a more flexible economy Australia is on track to take out the ... Read more
Market Insights — Patrick Hodgens – Head of Equities, Macquarie Investment Management
Should you time the stock market? Market insights The recent ‘Trump rally’ demonstrated just how challenging equity market timing can be. Few investors predicted a Trump victory. Of those who did, even less predicted the subsequent equity market ... Read more
Trump’s Speech to the US Congress
Updated 0223 GMT (1023 HKT) March 1, 2017 PRESIDENT DONALD J. TRUMP'S ADDRESS TO A JOINT SESSION OF CONGRESS TO THE CONGRESS OF THE UNITED STATES: Mr. Speaker, Mr. Vice President, Members of Congress, the First Lady of the United States, and Citizens of America: Tonight, as we mark the ... Read more
A soaring US dollar poses risks for the world economy —Investment Insights from Schroders
Trump's presidency could make for troubling outcomes Michael Collins Investment Commentator In 1988, Donald Trump paid US$407 million (A$545 million) for New York’s elegant Plaza Hotel, which he boasted was the “Mona Lisa” of hotels. As a New Yorker, Trump ... Read more
Where are we in the global investment cycle? What does this mean for investors? —By Dr Shane Oliver, Chief Economist for AMP Capital
09 February 2017 Key points We are still a long way from the peak in the investment cycle. There is little sign of economic excess globally: underlying inflation is low; spare capacity remains; there is no sign of overinvestment; credit growth is modest; monetary conditions are not ... Read more
Into the Unknown — by Joachim Fels, Andrew Balls, PIMCO
We assess three global economic scenarios for 2017. A U.S. President-elect Donald Trump, a euphoric market response and a resounding “No” to Italian constitutional reform – the stage was perfectly set for lively discussions when PIMCO’s investment professionals gathered in Newport Beach or in front ... Read more
Is Donald Trump’s honeymoon with investors over? —Dr.Shane Oliver, Chief Economist of AMP Capital
02 February 2017 Key points Donald Trump’s presidency comes with greater than normal risks. But his policy announcements should improve in quality over time and pragmatic pro-growth policies are likely to ultimately dominate populist policies. However, the Trump honeymoon with ... Read more
Market Perspective by Perennial Value
Please click on the link below to read this article. http://www.perennial.net.au/__data/assets/pdf_file/0007/12679/Perspective-December-doc-for-web-23rd-January-2017.pdf ... Read more
TELECOMS: KEEPING PACE WITH THE FOURTH INDUSTRIAL REVOLUTION — Prof Klaus Schwab, 2016. The Fourth Industrial Revolution.
Look around and you can see how technology has changed the way we live our lives, even as recently as five years ago. The pace of change from here is expected to be exponential. Mobility and connectivity have become a must have in human lives and we are just at the start of the Fourth Industrial ... Read more
Review of 2016, outlook for 2017 – looking better despite the political noise —By Dr Shane Oliver, Chief Economist of AMP Capital
08 December 2016 Key points 2016 started badly for investors with worries about global growth and deflation. But global growth turned out okay &, despite political events, rising bond yields & disappointing Australian growth, the end result has been a constrained but okay ... Read more
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