Long and Winding Road – Australian Sharemarket

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Long and Winding Road – Australian Sharemarket Despite a structurally stronger economy, the combination of higher interest rates and a rising currency has seen Australian shares under perform other international markets over the past two years. Matt Sherwood, Perpetual’s Head of Investment Market Research examines market recoveries and finds that multi-year side trending markets in Australia are not unusual and …

Market Update June 2011

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Market Update June 2011 There seems to be no end in sight to the ongoing sovereign debt concerns plaguing Europe and in particular Greece. This combined with weak economic data out of the US has weighed heavily on investors minds this month. The signs that economic expansion in Europe is slowing has also affected us here in Australia with the …

More on Australian Residential Property

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More on Australian Residential Property I’ve attached a recent article by Shane Oliver of AMP on the outlook for Australian residential property. We had some interest from several people about last weeks Zurich take on the matter (once I fixed the attachment!). Cheers Steve Greatrex Click here to download the PDF document    

Market Update April 2011

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Market Update April 2011 This issue of Market Update and Outlook features an article by Rob Henderson, Chief Economist, NAB Global Markets on the Australian economic outlook following the recent disasters. The full cost of Japan’s earthquake and tsunami is still to be realised with some estimating the clean up and reconstruction to cost a staggering 25 trillion Yen. In …

Risk Specialist Network

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Risk Specialist Network Last week I attended the Risk Specialist Network conference at Kingscliff on the NSW North Coast. Some of the best people in our industry were there. We heard from an industry panel that included John Brogden, former NSW Liberal leader. Craig Rispin spoke about How to think like a Futurist. Anthony Bell of Bell Partners, who runs …

Market Update March 2011

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Market Update March 2011 This issue of Market Update focuses on the devastating earthquake which struck Japan on 11 March. Given the size and extent of the damage, the true impact on sharemarkets and economies around the world is still unknown. Despite this tragedy, global economies appear to be improving, most notably in the US where manufacturing indicators and household …