A clear, concise economic and market update from Vanguard Australia…
What does a swing to the left mean for investors?
A Question of Equilibrium
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
Strong returns, but storm clouds gather...
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?
Why All The Share Market Volatility?
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
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?
Time for a share market correction?
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
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...
Investing: Cautious optimism better for your health...
At the start of last year, with global and Australian shares down around 20% from their April/May 2015 highs, the big worry was that the global economy was going back into recession and that there will be another Global Financial Crisis (GFC). Now, with share markets having had a strong run higher, it seems to have been replaced by worries that a crash is around the corner and this will give us the global recession and new GFC that we missed last year!
Income & Dividends: The search for yield
MORE GREAT INVESTMENT CHARTS
As Warren Buffett once said: “There seems to be a perverse human characteristic that makes easy things difficult.” This has particularly been the case with investing where complexity has multiplied with new products, new ways to access various investments, tax changes and new regulations, all with social media adding to the noise. But it’s really quite simple and this can be demonstrated in charts...
THE GFC TEN YEARS ON
The $A: THIS IS NOT 2007!
Contrary to our expectations, the Australian dollar has recently broken out of the $US0.72 to $US0.78 range of the last 15 months or so on the upside and spiked above $US0.80, its highest in over two years.
So what gives? Why has the $A broken higher? Is it an Australian dollar or US dollar story? What will be the impact on the economy? Is it on its way to parity again or will the downtrend resume? Read more here.