Weekly Market Update 8 March 2019

Weekly Market Update 8 March 2019 Investment markets and key developments over the past week US, Eurozone, Japanese and Chinese shares fell over the last week on worries about global growth, but Australian shares pushed slightly higher on increasing expectations for rate cuts offsetting, for now, the negative impact of slowing growth. Bond yields fell as the ECB announced more monetary easing. Commodity prices were mixed with metals down but oil and iron ore up. The …

Weekly Market Update 1 March 2019

Weekly Market Update 1 March 2019 Investment markets and key developments over the past week While US shares fell slightly over the last week with geopolitical noise not helping other major share markets including Australian shares continued to rise, arguably playing catch up to the rally in US shares. The Australian share market was led higher by health, IT, banks and industrial shares. Bond yields generally rose as did oil and metals, but iron ore prices …

Weekly Market Update 22 February 2019

Weekly Market Update 22 February 2019 Investment markets and key developments over the past week While US shares were little changed over the last week other major markets saw solid gains helped by good news on trade. This included Australian shares which got a further lift from reasonable earnings results, more talk of rate cuts and upgrades to earnings growth expectations for resources stocks on the back of higher commodity prices. Bond yields were flat to …

Weekly Market Update 15 February 2019

Weekly Market Update 15 February 2019 Investment markets and key developments over the past week Global share markets rose over the last week helped by optimism on US/China trade talks, progress towards averting a renewed partial government shutdown in the US along with okay earnings results. Australian shares were little changed having outperformed sharply in the previous. Bond yields were little changed. The oil price rose but metal and iron ore prices fell. The $A was …

Weekly Market Update 8 February 2019

Weekly Market Update 8 February 2019 Investment markets and key developments over the past week Global shares were flat to down over the past week not helped by weak economic data and trade uncertainty. Australian shares saw a strong rise though as the banks saw a Royal Commission relief rally, the prospect of RBA rate cuts provided a boost to retailers, industrial stocks and yield sensitives and miners continued to benefit from the surging iron ore …

Weekly Market Update 18 January 2019

Weekly Market Update 18 January 2019 Investment markets and key developments over the past week Share markets continued to rise over the last week helped by talk of policy stimulus (notably in China) and optimism of a resolution to the US/China trade dispute. Bond yields rose in the US but were little changed elsewhere, commodity prices including oil rose and the $US rose slightly which saw the $A fall slightly. After a great rally since Christmas …

Weekly Market Update 11 January 2019

Weekly Market Update 11 January 2019 Investment markets and key developments over the past week Since our last weekly update three weeks ago investment markets have been on a bit of a roller coaster ride, with Santa missing Christmas for markets but arriving the day after. Global shares led by the US continued to plunge into Christmas as the US saw the start of a partial government shutdown taking the decline in the US share market …

Weekly Market Update 14 December 2018

Weekly Market Update 14 December 2018 Investment markets and key developments over the past week Share markets were mixed over the last week with nervousness around trade and global growth continuing, not helped by weak Chinese economic data. US, Eurozone and Chinese shares rose but Japanese and Australian shares fell. Despite a rise in material stocks over the last week the Australian share market was particularly dragged down by telcos, consumer staples, utilities and financials – …

Four reasons the global economic outlook for 2019 looks positive

Four reasons the global economic outlook for 2019 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 …

Weekly Market Update 7 December 2018

Weekly Market Update 7 December 2018 Investment markets and key developments over the past week The past week has been a roller coaster ride in equity markets. Shares initially rose on the positive outcome from the Trump/Xi meeting. Then they plunged in a panic as investors lost faith in what Trump claimed was agreed, the arrest of a senior Huawei executive in relation to a possible violation of sanctions on Iran raised concerns it will threaten …