Category Archives: Market Updates


Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, March, 2019

06

Mar 2019

Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, March, 2019

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economy grew above trend in 2018, although it slowed in the second half of the year. The slower pace of growth has continued into 2019. The outlook for the global economy remains reasonable, although downside risks have increased. The trade tensions remain a source of uncertainty. In China,…

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Top 10 ESG issues for 2019

22

Feb 2019

Top 10 ESG issues for 2019

Investors around the world take environment, social and governance (ESG) issues into account when deciding where to invest, how to invest and how to measure returns.The ESG issues most likely to come under the microscope this year include some old favourites and a few new ones. 1. Climate change Three years after the Paris Agreement promised to cap global temperature rises to below two degrees…

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Earnings season and the Australian economy in focus

22

Feb 2019

Earnings season and the Australian economy in focus

Right now, investors are focused on corporate profits. Australian companies are forecast to show earnings growth of between four and five per cent this results season, which is a modest result compared to recent years. This decline is in large part due to the deteriorating performance of the resources sector compared to recent results seasons. But many indicators suggest that broader economic conditions are also…

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The 4 drivers of infrastructure investment

22

Feb 2019

The 4 drivers of infrastructure investment

Since the 1970s governments have spent relatively less on vital infrastructure. With the aftermath of the global financial crisis constraining government finances, that underinvestment has continued. The private sector is stepping up to meet a surge in demand for new infrastructure – across water, energy, transport and communications — and that is creating opportunities for investors in global listed infrastructure. Infrastructure is vital to economic growth….

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Two key reasons US interest rates look set for a pause

22

Feb 2019

Two key reasons US interest rates look set for a pause

You might remember that late last year markets fell sharply because investors were worried the US central bank, the Federal Reserve, wasn’t ‘dovish’ enough. Investors fretted that the Fed would keep raising rates through 2019 in the face of financial market volatility and signs of slowing global growth. The sell-off was exacerbated by the US Government shutdown, instability surrounding Donald Trump, and ongoing fears over…

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Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, February, 2019

05

Feb 2019

Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, February, 2019

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economy grew above trend in 2018, although it slowed in the second half of the year. Unemployment rates in most advanced economies are low. The outlook for global growth remains reasonable, although downside risks have increased. The trade tensions are affecting global trade and some investment decisions. Growth…

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Four reasons the 2019 global economic outlook looks positive

15

Jan 2019

Four reasons the 2019 global economic outlook looks positive

Many investors have been rattled by falls in share markets and are fretting about what the new year may hold. But there are a number of reasons to suggest that after a weak 2018, 2019 will be better, and that a well-diversified portfolio should deliver reasonable returns. 1. This is a “mid-cycle” correction Firstly, while some investors fear a recession and full-blown bear market, when…

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Best of 2018: How will innovative transportation ideas bring new opportunities?

15

Jan 2019

Best of 2018: How will innovative transportation ideas bring new opportunities?

At AMP’s recent Amplify event, Mark Moore, Uber’s engineering director of aviation and Nick Earle from Hyperloop One, spoke about how innovation is likely to change the face of public transport. Emerging public transport systems are poised to free up road and rail systems, leading to less congestion and better use of infrastructure. As an example, Uber’s vision for the future of commuting involves a…

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Best of 2018: Who is the most vulnerable as housing prices head lower?

15

Jan 2019

Best of 2018: Who is the most vulnerable as housing prices head lower?

https://vimeo.com/291021827 The long-term rise in Australian home prices has led to a huge inter-generational transfer of wealth from the young to the old. A material reversal in property values will go some way to unwinding this, creating winners and losers amongst the generations. Australia has long had a love affair with home ownership, which is illustrated by the strong growth in residential prices over the…

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Best of 2018: The questions you should be asking about Australian equities

15

Jan 2019

Best of 2018: The questions you should be asking about Australian equities

Investor uncertainty and market volatility appear to be increasing as the economy continues to strengthen, leading to higher bond yields and eventual interest rate rises. Australian equity investors trying to navigate the choppy waters that lie ahead should ignore the day-to-day ‘noise’ of the markets and instead focus on seven key questions. The answers to these will help investors better understand the approaching dangers and…

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