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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Global Market Outlook: July 2017 – Equities consolidate

  Global equities inched ahead only 0.3% in June, after recent solid monthly gains. Weakness in oil prices, talk of central bank tightening, and tech valuations were of concern to investors in the month. Although further consolidation is possible nearer-term, the medium-term outlook remains encouraging due to a broadening global economic recovery and still low

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Technology boom

Global Market Outlook: June 2017 – Tech boom

The MSCI All-Country World Equity Total Return Index rose a further 1.4% in May, after a 1.3% gain in April, to make it seven consecutive monthly increases. Helped by solid underlying earnings growth, declining bond yields and still reasonable price-earnings valuations, the tech-heavy Nasdaq-100 Index posted particularly strong gains. The outlook for equity markets generally

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Global Market Outlook: April 2017 – European Relief

Global stocks rose further in March, though more modestly than in February. While an earlier than expected Fed rate hike and Trump’s failure to pass healthcare reforms dented investor confidence, sentiment was supported by continued solid global economic reports and failure of the far-right parties to gain power in the Dutch national election. The outlook for

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Global Market Outlook: March 2017 – Equities looking over extended

Global equities made further gains in February, still buoyed by signs of an improving economic outlook and limited upside pressure on bond yields and the US dollar. While the longer-term outlook remains encouraging, however, equity markets look over extended in the short-run and could pull back once the extent of US President Trump’s fiscal stimulus

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Global Market Outlook February 2017: Weaker $US boosts commodities

After solid gains in recent months, both US bond yields and the $US consolidated somewhat in January, in part reflecting concerns with Donald Trump’s trade-protectionist stance. That said, equity markets continued to focus on the potential positives of a Trump Presidency, while the weaker $US also helped boost gold prices. Read the full Market Outlook for

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