Investment Newsletter – November 2013

Director's Perspective By Inbam Devadason Global share markets have continued to trend upwards, with some stabilisation over the month of November 2013. Global economic growth has improved over the last 6 months and in particular, even Europe has returned to modest growth. In Australia, business and consumer confidence levels have improved over the last 3

Investment Newsletter – October 2013

Investment Market Update Global equity markets have performed strongly in 2013 year to date. Since the US debt ceiling was raised this month equity markets have continued to rise strongly. The equity market performances reflect increased confidence that the global economy is recovering.  The delay in the US Federal Reserve reducing its bond buying from

Investment Newsletter – September 2013

Investment Market Update Global equity markets have performed well in 2013 year to date. August was a strong month for the Australian market but a weak month for most Global equity markets. Tension with respect to potential military action against Syria caused some weakness in markets in August 2013. Other factors affecting markets in recent

Investment Newsletter – April 2013

Global equity markets have performed strongly during the months of January and February 2013. We have seen some short term pullback in the last week, mainly over an uncertain election result in Italy. Some key themes affecting the market are as follows:

Investment Newsletter – February 2013

Global equity markets have performed strongly during the months of January and February 2013. We have seen some short term pullback in the last week, mainly over an uncertain election result in Italy. Some key themes affecting the market are as follows:

Investment Newsletter – January 2013

Investment Market Commentary   Global equity markets have performed strongly during the months of December 2012 and January 2013. Some key themes affecting the market are as follows: Australia Australian business confidence increased significantly to +3 (up from -9) in December 2012.  The increase is due to the Australian RBA rate cut in December 2012

Investment Newsletter – November 2012

Australian economic growth appears to be moderating with consensus growth for 2013 being 2.5% pa. Key drags on growth remain the high $A, some new mining projects being cancelled or postponed, slow credit growth and slowing global growth. The Reserve Bank of Australia (RBA) is expected to reduce the official cash rate in the next few months to assist in stimulating additional economic activity.

Investment Newsletter – October 2012

Global share markets have performed strongly for the quarter ending 30 September 2012. Some key developments influencing markets at the moment include: Australian Cash Rate The Reserve Bank of Australia (RBA) has dropped the official cash rate to 3.25% pa mainly due to a softening global economic outlook, slowing growth in China (and the developing world), and the need to stimulate the non-mining sectors of the Australian economy.

Investment Newsletter: July, 2012

Global equity markets continued to be volatile in June 2012. Markets were generally up for the month after a negative month in May 2012. Some key developments influencing markets at the moment include: Fears related to the euro-zone’s debt crisis, eased in June as the pro-austerity party’s victory in the Greek election allayed the fears of

Investment Newsletter: May, 2012

Market Update Global equity markets have performed poorly over April and May due to renewed concerns over Eurozone sovereign debt issues.  Key issues remain – will Greece maintain the Euro currency and will Spain be able to continue to meet its debt obligations.  Some key developments influencing markets at the moment include: The International Monetary