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


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


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.