Weekly Market Update – 9th September
Investment markets and key developments over the past week Sharemarkets were mostly up over past week, with the US lifting by 2.1%, Australia +0.7%, Japan +2.1% and China +2.3%. The exception was in the Eurozone where equities fell by 0.9%. After global sharemarkets rallied hard from mid-June to August on expectations of a “central bank pivot” from aggressive rate hikes, shares had been on a downtrend since then as central banks have remained hawkish and economic data has been solid (which means that further rate hikes [...]
A Finsec View – BT Panorama Clarity, Lessons from Reporting Season, The Ultimate 1 Pager, Ethical Investing & BID and More.
9th September 2022 This week's View comes to you from Hahndorf in the Adelaide Hills, where the FinSec team have just wrapped up two days of knowledge sharing, strategy and personal development. It is valuable time that we spend away from the 'business as usual' unpacking and re-framing the business challenges and exploring new opportunities. It also happens to be show week and a great reason to escape the hustle and bustle of Wayville! In discussing the current industry landscape, it was top of mind that [...]
Weekly Market Update – 2nd September
Investment markets and key developments over the past week Global share markets remained under pressure over the last week on the back of continuing mostly hawkish comments from the Fed and ECB and ongoing concerns about recession. Australian shares had remained a bit more resilient through August than global shares did (helped by mostly positive earnings reports) but are now coming under pressure too with falls over the last week led by miners, energy, utility and IT stocks. Bond yields rose sharply as higher short term [...]
Five trends for the next five years and ‘controlling the controllable’ – SA Leaders
Our Managing Partner, Andrew Creaser presents for SA Leaders: Five trends for the next five years and 'controlling the controllable'.
Weekly Market Update – 26th August 2022
Investment markets and key developments over the past week Sharemarkets were down over the week reflecting a pause in the rally that started in mid-June, but mostly because of hawkish comments from US Federal Reserve (Fed) chair Powell’s highly anticipated speech at the Jackson Hole central bank meeting. US shares were down 4%, with all sectors down except for energy. Australian shares are down slightly (-0.2%) with all sectors down except for energy, utilities and materials. European shares were down by 3.4%, Japan -1.0% and Chinese [...]
A Finsec View – Inflation (again), productivity and wages, financial habits of dog owners, scam alert and more.
26th August 2022 Well, this is fun. Despite central bankers and economists continuing to warn a global recession is possible if inflation is not brought under control and consumers start to curb their post-pandemic spending, global sharemarkets have rallied strongly since the lows of mid-June. It’s a rally that has been dubbed the “most hated” because it is precisely what governments and monetary authorities don’t want to see - a sign there is still plenty of liquidity in the system and consumers can handle even [...]
Weekly Market Update – 19th August 2022
Investment markets and key developments over the past week The global share market rebound faltered a bit over the last week with mixed economic data and mostly hawkish messages from central banks. US and European shares were little changed, Japanese shares rose and Chinese shares fell. The Australian share market rose solidly though helped by strong earnings results for some companies led by strong gains in retail, resources and industrial stocks. Bond yields generally rose, although they fell a bit in Australia. Oil, metal and iron [...]
Weekly Market Update – 12th August 2022
Investment markets and key developments over the past weekThe share market rebound continued over the last week helped by weaker than expected US inflation data. Australian shares were little changed though with strong gains in resources largely offset by sharp falls in IT, health and property shares. Bond yields generally rose as the fall in yields in prior weeks had gone a little too far too fast. Oil prices rose partly due to US supply disruptions and increased demand forecasts on the back of higher gas prices. [...]