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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