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”…
Is China ok?
Is An 'Itexit' Really On The Cards?
Rates on Hold at 1.5%
What Happens In A Trade War? (VIDEO)
Trump & Trade War Risks
After the calm of 2017, 2018 is proving to be anything but with shares falling in February on worries about US inflation, only to rebound and then fall again with markets back to or below their February low, notwithstanding a nice US bounce overnight. So what’s driving the weakness and what should investors do?
Geopolitical Risks In The Year Of The Dog
In 2018 it’s already clear that geopolitical events remain significant, for example with Trump’s tariffs and the messy Italian election result. Despite their benign financial market impact over the last two years they are worth keeping an eye on. This note takes a look at why geopolitics is more important for investors these days and what to look out for this year....
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?
Living the Good Life...
Time for a share market correction?
Inflation: The risks to shares & property
The global risks to inflation and bond yields are finally shifting to the upside, with investment markets starting to take note as evident in the pullback in global share markets seen over the last few days. But how big is the risk? Are we on the brink of another bond crash that will engulf other assets like shares and property?
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...