US ends debt impasse – what now for markets?

Published: October 29, 2013

Shane Oliver, discusses the end of US Congress standoff and what it means for investors. This video must be taken in its entirely and any given chapter viewed in isolation does not represent the entire message. If you’d like to discuss anything in this video please contact us.

Light at the end of the tunnel for Australian retail sales

Published: October 24, 2013

Download PDF Four years of poor retail sales When looking for growth in non-mining investments to fill the gap left by the mining investment boom, retail sales are critically important accounting for nearly 20% of economic activity in Australia. As is well known Australian retailers have had it tough for nearly four years now. Nominal […]

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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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What does an election mean for shares?

Published: August 14, 2013

Shane Oliver discusses implications of next month’s election for Australian shares. This video must be taken in its entirely and any given chapter viewed in isolation does not represent the entire message. If you’d like to discuss anything in this video please contact.

The world turns – emerging to developed markets

Published: August 14, 2013

Shane Oliver, discusses the relative performance of emerging and developed markets. This video must be taken in its entirely and any given chapter viewed in isolation does not represent the entire message. If you’d like to discuss anything in this video please contact us.

The credit cycle – where are we now?

Published: August 13, 2013

Jeff Brunton, explains the credit cycle and why corporate bonds are expected to continue to deliver competitive income for investors. This video must be taken in its entirely and any given chapter viewed in isolation does not represent the entire message. If you’d like to discuss anything in this video please contact us.

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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Crunch time for the Australian economy

Published: June 19, 2013

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