Monthly Newsletter/Snapshot

Vanguard Market Commentary

Vanguard Market Commentary

A clear, concise economic and market update from Vanguard Australia…

What does a swing to the left mean for investors?

What does a swing to the left mean for investors?

When I was in my early 20s I thought socialism might be the way to go. Two things happened. One I studied economics which led me to the conclusion that socialism/heavy state intervention doesn’t lead to the best outcome in terms of living standards for most…

A Question of Equilibrium

A Question of Equilibrium

“Sellers were out in force on the market today after negative news on the economy.” It’s a common line
in TV finance reports. But have you ever wondered that if there are so many sellers out there, who is buying?

Australian Economy: 5 Things You Should Know...

Australian Economy: 5 Things You Should Know...

For years now, many have told us that Australia is heading for an imminent recession. By contrast official forecasts have long been looking for several years of above trend growth. In the event neither has happened and we don’t see them happening anytime soon. Against this backdrop there are five things you should know about the Australian economy…

Trumponomics

Trumponomics

For the most part Trump the pragmatist has dominated so far. But we have clearly seen a swing to Trump the populist this year – raising risks for investors...

Strong returns, but storm clouds gather...

Strong returns, but storm clouds gather...

After reviewing the returns of the last financial year, this note looks at the investment outlook for 2018-19 financial year…

Global Debt: Be alert, but not alarmed

Global Debt: Be alert, but not alarmed

As global interest rates bottom, concerns about rising inflation and interest rates, quite naturally, come to the fore, particularly in a time where global debt (country, corporate and personal debt) are an all time high. So as investors, retirees and superannuation members, how concerned should we be? AMP’s Dr Shane Oliver gives 7 reasons to be alert, but not alarmed…

Is China ok?

Is China ok?

It seems there is constant hand wringing about the risks around the Chinese economy with the common concerns being around unbalanced growth, debt, the property market, the exchange rate and capital flows and a “hard landing”…

Why All The Share Market Volatility?

Why All The Share Market Volatility?

The return of inflation has been mentioned quite a lot recently as a reason why share markets are jumpy all of a sudden, by what has the return of inflation in the United States really got to do with share market volatility?

Australia: 5 Reasons Why Growth Will Be OK

Australia: 5 Reasons Why Growth Will Be OK

Australia continues to defy recession calls. Against this, economic growth is well below potential, with per capita growth running at just 0.8% year on year, which is below that in most major countries. So where to from here? And what will be the impact on interest rates? AMP Capital's Shane Oliver gives us his views for 2018 and beyond...

9 COMMON INVESTMENT MISTAKES

9 COMMON INVESTMENT MISTAKES

FROM THE VAULT:

(Originally posted on 24 November 2016)

The 9 Habits of highly ineffective investors...

As the Trump rally continues, its important to stop, take a deep breath and think about potential pitfalls going forward as the fear of missing out and 'animal spirits' take centre stage.

Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong...

What is the risk of a US recession?

What is the risk of a US recession?

Was the 10% selloff the 'entree' of what's to come, or just a 10% correction?

Time for a share market correction?

Time for a share market correction?

Is this the beginning of a share market correction we had to have?

2018: A List of Lists

2018: A List of Lists

Although 2017 saw the usual worry list – around President Trump, elections in Europe, China, North Korea and Australian property – it was good for investors. Balanced super funds had returns around 10%, which is pretty good given inflation was around 2%. This year has started favourably but volatility may pick up as geopolitical threats loom a little larger and US inflation rises. This note provides a summary of key insights on the global investment outlook in simple dot point form...

Market outlook for 2018

Market outlook for 2018

By the standards of recent years, 2017 was relatively quiet. Sure there was the usual “worry list” – about Trump, elections in Europe, China as always, North Korea and the perennial property crash in Australia. And there was a mania in bitcoin. But overall it has been pretty positive for investors...