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 up oil prices. For the week, US shares rose 2.4%, Eurozone shares gained 0.7%, Japanese shares rose 1.3% and Chinese shares rose 4%. The positive …
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 0.9%, Chinese shares up 0.5% and Australian shares up 1.8%. Bond yields were flat to down. The oil price rose to its highest in 3 …
Tariffs, Trump, North Korea and other global political risks in the Year of the Dog Key points Geopolitical issues generate much interest as dinner party conversations but don’t necessarily have a significant impact on markets, apart from a bit of noise. But given a backlash against economic rationalist policies, the falling relative power of the US & the ability of social media to allow us to make our own reality, geopolitical risks are higher than they used to be. Key …
Where’s all the share market volatility coming from? There is quite a lot of talk about volatility coming back to share markets all of a sudden, and with the talk there’s also bit of conjecture about where the volatility originates from. Some say it’s because interest rates and bond yields are beginning to rise; others will point to the end of quantitative easing in the United States and elsewhere for the bumpier ride. The return …
Volatility: 10 key messages for investors Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Here, Fidelity provides 10 key messages to help investors steer their portfolios through volatile times. 1. Volatility is a normal part of long-term investing From time to time, there is inevitably volatility in stock markets as investors react nervously to changes in the economic, political and corporate environment. Above all else, …
5 ways to keep a cool head in a falling share market Despite concern, falling share prices are not necessarily a sign of a mild or major bear market situation, according to Dr Shane Oliver. The share market correction many people are talking about at the moment is causing concern for a number of investors, including those accumulating super and drawing money from their super savings, which is understandable given the rapid falls we’ve seen …
If you’ve always thought property prices only go up… It may be time to reconsider some myths about property investment. With so much emphasis on property in the media, it can be difficult to sort fact from fiction. But before investing in any type of asset—including property—it pays to consider the pros and cons, and any commonly held misconceptions. Here we bust 3 property myths. Myth 1: Prices always go up Believing that property always …
13 December 2017 Where to find value in the real estate market The so called ‘yield trade’, which has pushed valuations in the Australian real estate market across the various segments right up to their long term averages, will continue in 2018. Even though this ‘search for yield’ phenomenon has been playing out for some years – while interest rates remain low and investors to be pushed into riskier assets in search of income – …
How to pick the top of the real estate market Strong demand for the broader real estate segment is likely to help prices remain strong for at least another year as the aging population seeks regular annuity in a low interest rate environment, says Luke Dixon, AMP Capital Head of Head of Real Estate Research. “Real estate is still fairly priced,” Dixon says, a view informed by a detailed analysis published in the latest AMP …
08 November 2017 4 steps to help protect portfolios against political risk When Australia’s High Court ruled deputy prime minister Barnaby Joyce ineligible to sit in Parliament because of his dual New Zealand citizenship, the decision briefly sent tremors through equity and currency markets. It was a clear reminder that political risk matters to markets. We face troubling political and geopolitical risk across the world: Trump, Brexit and, above all, the risk of nuclear confrontation …
