The Australian economy and profits – seven reasons to be upbeat —Dr Shane Oliver, Chief Economist for AMP Capital
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
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