Client Briefing Updates
Shane Oliver Updates: Five Charts And A Table That Might Be Critical To Look At With Regards To The Global Economy And Markets This Year
Nobody really knows for definite so this note revisits the five charts we come across as critical by which way it will inevitably go on and adds a table on US financial crisis risks to watch.Read More..
2019 is likely to be an interesting year for the Australian economy. Some of the big drags of recent years are receding but housing is turning down, uncertainty is high around the global outlook and it’s an election year, which will add to uncertainty.Read More..
Australian motorists have recently had some relief from higher petrol prices, but we can’t be certain that trend will continue. Read More..
Shane Oliver Updates: Rising US Interest Rates, Trade Wars, The US Midterm Election Results, Etc - Should Investors Be Worried?
Our view remains that recent turbulence in share markets is a correction or a mild bear market at worst (like 2015-16) rather than the start of a deep bear market like the global financial crisis. This note reviews the key recent worries for shares and why they are unlikely to be terminal. Read More..
US shares rose 2.4%, Eurozone shares gained 3%, Japanese shares rose 5%, Chinese shares rose 3.7% and Australian shares gained 3.2%. Reflecting the risk on tone and a strong US jobs report for October bond yields rose. Read More..
With markets a bit more stable this week, and prices having bounced, it’s a good time to take a pause and reflect on where things are at. But to particularly address the main question investors have: is this the start of a bear market or just another correction? And what does that mean for their portfolios?Read More..