Italy is a worry – but 3 reasons not to be concerned about an Itexit

Italy is a worry – but 3 reasons not to be concerned about an Itexit Key points A populist coalition government in Italy is negative for Italian assets. Lingering uncertainty about a push for Italy to exit the Euro is likely a negative for the Euro too, though an Itexit …

Weekly Market Update 18 May 2018

Weekly Market Update 18 May 2018 Investment markets and key developments over the past week Global share marketswere mixed last week with Japanese and Chinese shares up 0.8% and Australian shares up 0.5%, but Eurozone shares flat weighed down by a fall in Italian shares and US shares down 0.5% on …

An additional 21 great investment quotes

An additional 21 great investment quotes Introduction Investing can be frustrating and depressing at times, particularly if you don’t understand how markets work and don’t have the right mindset. The good news is that the basics of investing are timeless, and some have a knack of encapsulating these in a …

Weekly Market Update 11 May 2018

Weekly Market Update 11 May 2018 Investment markets and key developments over the past week Global share markets rose over the last week helped by another Goldilocks combination of good economic data, strong profits and benign US inflation. This was despite the US withdrawal from the Iran nuclear deal which pushed …

The 2018-19 Australian Budget – saving a windfall with the hope of (decent) tax cuts to come

The 2018-19 Australian Budget – saving a windfall with the hope of (decent) tax cuts to come Introduction The 2018-19 Budget will be the last before the next election (due by May 2019) and so had to provide pre-election goodies but in a way that keeps the return to surplus …

Weekly Market Update 4 May 2018

Weekly Market Update 4 May 2018 Investment markets and key developments over the past week Despite a 1.3% rally on Friday after another “Goldilocks” jobs report US shares fell 0.2% over the last week, but other share markets fared better over the week with Japanese shares flat, Eurozone shares up …

After the Australian household debt and east coast housing booms – interest rates on hold until 2020

After the Australian household debt and east coast housing booms – interest rates on hold until 2020 Will Australian interest rates ever go up? While the global economy is seeing its fastest growth in years and the US Federal Reserve has increased rates five times since December 2015 and is …

Weekly Market Update 27 April 2018

Weekly Market Update 27 April 2018 Investment markets and key developments over the past week Shares were flat to up over the last week. Eurozone shares rose 0.5% and Japanese and Australian shares rose 1.4% whereas US shares were flat despite good earnings results and Chinese shares fell 0.1%. Despite …

Weekly Market Update 20 April 2018

Weekly Market Update 20 April 2018 Investment markets and key developments over the past week The news flow was less dominated by politics this week and more by positive economic developments which gave share markets a boost. US shares were up by 0.5% (and have recovered around 4% from post-tariff March …

Weekly Market Update 13 April 2018

Weekly Market Update 13 April 2018 Investment markets and key developments over the past week Share markets rose over the last week as, while volatility remained high, not helped by worries about a missile strike on Syria and the FBI raiding President Trump’s lawyer’s office, trade war risks receded. US shares …