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The ‘Trump Effect’ on markets – what to expect

Despite being consistently written off as having little or no chance of defeating his opponent, Hillary Clinton, Donald Trump won the recent US Presidential Election and will succeed Barack Obama in late January 2017 to become the 45th President of the United States. In this article, we take a look at what impact Trump’s presidency

Australian bank reporting season

When do banks report their profits? Companies report their annual profits soon after their financial year end. The CBA has a 30 June year end and has therefore already reported their results back in August. The other 3 major banks (Westpac, ANZ and NAB) all have a 30 September year end and report their results

Australian Company Reporting Season Update

We are currently in the midst of the mid-year Australian company reporting season. Listed companies with a 30 June year end date must report their profit results to the market by the end of August 2016. Our expectations for this profit season are as follows: Banks The major banks have all reported now, and as

Life after Brexit

It has been an interesting month since Britain unexpectedly voted to leave the European Union (EU). In this newsletter, we discuss some of the expected implications of this significant event on world investment markets. Markets, particularly in the UK and Europe, fell sharply immediately after the result of the vote became clear. We believe that

Brexit and other investment market themes

Investment markets in the first half of the 2016 calendar year have been characterised by high levels of volatility. It is normal for markets to experience such ups and downs in the context of sustained global economic and political uncertainty. This is particularly so in the lead up to significant events. Historically, markets have tended

Is the current market rally sustainable

Market analysts often talk about bull markets (i.e. when share prices are rising strongly) and bear markets (i.e. when share prices are falling, and more importantly, when they’re at risk of falling even further). It may come as no surprise that since the end of the Global Financial Crisis (March 2009) our market has typically

Are Australian Banks still a good investment?

We have experienced some difficult investment market conditions over the last 12 months.  Globally, the key issues which have impacted markets are slowing growth and the need for low official interest rates to stimulate economies. Australian banks performed very well over the period of March 2009 to March 2015, however have pulled back significantly over

Generating income from investments

The current low interest rate environment has led many income focused investors to look for assets which produce a higher level of yield than cash. Often these investors have chosen Australian shares which pay strong dividends and have franking credits attached. However, the events of the past month have been a timely reminder that dividends