Archives for October 2013

November Economic Update

In the latest update, Brian reviews events in markets during October.
The topics he discusses include: – how world share markets, supported by monetary policy stimulus, have produced strong returns – how global share prices are still running ahead of corporate earnings – why the actions of central banks continue to be a key influence on markets, and – why the US’ budget and debt ceiling issues, which have been deferred rather than resolved, remain sources of uncertainty for markets.

August economic update with Ben McCaw

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What’s the outlook for Australia’s housing market?

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Economic Update October 2013

In the latest update, Ben reviews events in markets during September.

The topics he discusses include:
• why the move upwards in global sharemarkets masks growing uncertainty about views on the global economy
• how in Australia lower interest rates are improving consumer confidence and spending,
but unemployment is trending higher
• how the investment environment remains difficult and risky, with policy risks in nearly
all key economies, and
• why the problem for investors is the lack of well-priced mainstream asset classes.