Market Watch – February 2014

Published: February 20, 2014

Click here to download Market Watch – February edition and read the full report. (785 KB file) This edition: With time, wealth grows for those who remain committed to their long-term strategies. Status quo for the A$ is expected to be down down. We would argue that the prospects for emerging markets are superior to […]

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Market Watch – January 2014

Published: January 15, 2014

Download Market Watch – January edition and read the full report. (1MB file) This edition: The year ahead should be positive for investment markets as monetary conditions remain easy and global growth picks up We explore what to look out for in 2014 Can gold reverse last year’s 28% decline or are further falls in […]

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Market Watch – November edition

Published: December 11, 2013

Download Market Watch – November edition and read the full report. In this edition: It has been a good year for this year’s big economic news stories. Spotlight shifts to the non-mining sectors of economy and whether they will start to fill the void left by the mining slowdown. Upcoming key decisions for US policy […]

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Market Watch – October edition

Published: November 6, 2013

Download Market Watch – October edition and read the full report. In this edition: World’s attention shifts to China and the forthcoming third plenary session. [1 min*] Portfolio manager Jonathan Reyes talks about infrastructure stock Transurban. [1 min*] The pressure eases on Australian dollar for the time being. [30 sec*] Europe faces an assessment of […]

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Market Watch – September edition

Published: October 8, 2013

Download Market Watch – September edition and read the full report. In this edition: A look at the stance of central banks around the globe. [1 min*] Chancellor Angela Merkel secures a resounding victory in the German national election. [1 min*] US political gridlock may unnerve investors.  [30 sec*] Best known for its coatings and adhesives, […]

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Market Watch – August edition

Published: September 5, 2013

Download Market Watch – August edition and read the full report. In this edition: Potential shifts in policies after the Federal Elections may impact various aspects of the market. [1 min*] Ongoing global government debt issues present investment opportunities in corporate bonds. [1 min*] The 17 countries that share the euro currency deliver the first positive […]

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Market Watch – July edition

Published: August 12, 2013

Download Market Watch – July edition and read the full report. In this edition: The shift in investor focus should be on what is most important; the improvement in the US economy. [1 min*] Arguably the latest batch of positive economic data is reflected in corporate earnings season. [1 min*] While the US Federal Reserve communications are […]

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Market Watch – June edition

Published: July 18, 2013

Download Market Watch – June edition and read the full report. In this edition: While growth in emerging markets has slowed, it remains higher than developed countries. [1 min*] The tapering of quantitative easing in the US may be an uncomfortable adjustment but ultimately should be seen as positive. [1 min*] Positive steps have been taken to […]

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Market Watch – May edition

Published: June 19, 2013

Download Market Watch – May edition and read the full report. In this edition we cover:     Australia has gone over 21 years without a recession. What is the risk that hard economic times are ahead?  [1min read time]     Could less central bank stimulus hurt yield orientated investments, such as Australian listed property?  [1min […]

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Market Watch – April edition

Published: May 20, 2013

Market Watch is designed to provide you with a clearer understanding of complex investment issues. Download Market Watch – April edition and read the full report. In this edition: A less vulnerable economic environment likely means a more diluted pullback in shares. [1 min*] Australian banks have outperformed rising optimism. The valuations of the banks are now […]

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