INVESTMENT UPDATES

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APRIL 15, 2019

WEEKLY INVESTMENT UPDATE

Key points:

  • The EU extends deadline to 31st October for Brexit solution.
  • IMF downgraded economic growth forecasts to 3.3% after already softening forecasts last year. They expect growth to pick up again in 2020.
  • RBA’s Financial Stability Review released on Friday acknowledged slowing International and domestic growth, and high levels of household debt.
  • The Australian federal election is set for 18th May.

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APRIL 8, 2019

WEEKLY INVESTMENT UPDATE

Key points:

  • A mixed week on global markets, with equities generally positive.
  • Federal Budget promises tax cuts and plenty of spending promises. Interest rate markets largely unchanged.
  • Global growth remains relatively unclear, although market fears allayed for now with a positive week of market data.

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MARCH 25, 2019

WEEKLY INVESTMENT UPDATE

Key points:

  • NSW elects first female Premier and Coalition holds on for the third term in government.
  • Mueller report fails to draw a line under US election scandal episode.
  • Increased likelihood of US recession within 1-2 years: Disappointing production and manufacturing data out of Europe, negative US yield curve, US Federal Reserve may have over-tightened and ends Quantitative Tightening.
  • Volatility expected to spike with the end of quarter rebalancing.

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MARCH 18, 2019

WEEKLY INVESTMENT UPDATE

Key points:

  • Facebook to face questions after allowing a live broadcast of the horrific attack in Christchurch on Friday.
  • Evidence global earnings growth is slowing.
  • US Federal Reserve meets this week, with expectations rates will not move. Focus turning to a possible easing later in the year.
  • Brexit no clearer as votes fail and tensions remain high.

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MARCH 11, 2019

WEEKLY INVESTMENT UPDATE

Key points:

  • Chinese exports and US job creation numbers disappoint as global growth shows continuing signs of slowing;
  • European Central Bank (ECB) downgrades growth and inflation forecasts, and gives banks a leg up;
  • All eyes on UK for Brexit vote/s this week;
  • Locally, the Reserve Bank of Australia (RBA) is optimistic, whilst more economists predict two interest rate cuts this year.

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MARCH 04, 2019

WEEKLY INVESTMENT UPDATE

Key points:

  • Market continues to recover from December sell-off;
  • Long-term inflation concerns return following less weak data;
  • Investment fundamentals are lacklustre despite some green shoots.
  • Corporate reporting missing analysts’ forecast for broad majority of companies.

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