ASX on a tear

Global Markets Review & Outlook Another week another Wall Street record. With the North Korean issue again quiet, there were few other negatives to worry markets last week, allowing Wall Street to focus on a (so far) still encouraging earnings reporting season, good economic data, and the tantalising prospect of US tax cuts. China’s key

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Worlds worst investment

What’s currently the world’s worst asset class investment?

Investing success is often not just about picking the right asset class or securities – but also avoiding the poor investments.  In the current global economic environment, out of the world’s major asset classes, it’s hard to go past global bonds as having potentially the lowest likely return over the next year or so. Let

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US Earnings Optimism

Global Markets Review & Outlook Global equities remained buoyant last week as there were no new negative shocks from North Korea and even Catalonia backed away from immediately declaring independence from Spain. The upgrade to the global economic outlook from the IMF added to the positive mood, though a spat between US President Trump and

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Our Soft Underbelly Exposed

Global Markets Review & Outlook It was another bullish week for global markets as generally strong economic data and an absence of new shocks from North Korea boosted investor sentiment. Allowing for the distortions caused by recent hurricanes, US payrolls and ISM industry reports last week all suggested America’s economy remained firm – and September

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Global Market Outlook: Earnings power stocks

Supported by ongoing growth in corporate earnings, global equities powered ahead in September, shaking off concerns surrounding North Korea and higher bond yields.  With growth still solid in the US and improving growth in Japan, Europe and Emerging Markets, the global earnings outlook remains positive. DOWNLOAD THE FULL GLOBAL MARKET OUTLOOK REPORT NOW  

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Trump Trifecta

Global Markets Review & Outlook A hawkish US Federal Reserve and the promise of tax cuts from President Donald Trump were enough to see the trifecta of “Trump trades” – rising stocks, bond yields and the $US – all back in vogue last week, despite North Korea’s best efforts to again sink investor optimism. A

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Has the $US bottomed?

Global Markets Review & Outlook It was a mixed week on global markets with the highlight being a more “hawkish” than expected Fed meeting. In particular, the Fed affirmed it would begin balance sheet run-down next month as expected, but surprised markets by also affirming its expectation of raising rates again in December – and

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