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Investment Markets

Market Wrap

Market volatility returns in October Even though economic fundamentals remained strong, market volatility returned in October with share markets tumbling worldwide. Global shares returned -6.9% and -5.4% in hedged and unhedged terms respectively. The S&P 500 fell almost 7%, leaving the calendar to year gain to only 1.4%. However, the US economy continued to steam…

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Market Wrap

Wall Street leads shares higher Global shares rose 1.5% and 4.1% in hedged and unhedged terms respectively. Developed markets remained solid, while emerging market shares remain under downward pressure. Global share returns were pushed higher by strong returns to US shares. The S&P 500 rose 3% supported by strong earnings. Meanwhile major bourses in Europe…

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What does a weaker Aussie dollar mean for your investments?

Australians are well known for their love of travel.  Along with Kiwis, we’re probably the most prolific travelers in the world. This intrepid nature means that many Australians understand currency risk. For a long time the strong Aussie dollar meant we all had extra overseas spending money and could seek out online bargains from US…

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Market Watch

A more upbeat month for shares  Share market performance was boosted in July as trade tensions eased. Global shares returned 3.2% and 2.5% in hedged and unhedged terms respectively. In the US the economic fundamentals remained supportive of markets with quarter two GDP at 4.1%. Good economic news saw the 10-year US Treasury yield lift…

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Market Watch – A bumpier ride

– Trump’s trade tariffs with possible repercussions in the form of a trade war and a shake-up in technology stocks, led by Facebook on the back of its privacy violation, meant March was a bumpy ride for Wall Street. The U.S. stock market finished the first quarter of 2018 with losses for the first time…

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When the market doesn't matter

A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals. Performance comparisons are unavoidable in the investment world. Every day you see investment managers  measuring their success by how much they’ve outperformed the market, or their peers, over a given time period. The problem with…

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A Trump Presidency

Market Watch Donald Trump’s victory in the US Presidential election has sent shock waves across the world. Even many Republicans have been surprised by the party’s unexpectedly strong performance, which is likely to see it keep a majority in both the Senate and House of Representatives, as well as winning the Presidency. The implications are…

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Market Highlights – October 2016

 Central banks continued to support investor sentiment Share markets moved higher as bond yields remained low The US Federal Reserve (Fed) kept rates unchanged in September Markets in a see-saw At the start of the month share markets were weighed down by concerns that central banks may be withdrawing stimulus with bond yields increasing and…

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Market Highlights – September 2016

Share markets moved higher as complacency rose Bond yields moved higher but central bank liquidity limited the rise Slowdown in Chinese industrial growth points to risks for commodity prices Searching for growth Share markets may be starting to run out of puff against a backdrop of rising complacency and low volatility. The market has priced…

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