This note takes a look at seven charts we highlighted in January for investors to watch as being critical to the investment outlook this year. Put simply, where are they now?
July 22nd 2021
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Market Updates
On the latest edition of Market Week in Review, Chief Investment Strategist Erik Ristuben and Senior Client Investment Analyst Chris Kyle chatted about inflation, the proposed $3.5 trillion U.S. budget, and the European Union plan to become carbon neutral.
July 20th 2021
It sometimes seems that the worry list for investors has become more threatening and more confusing than ever. This was an issue prior to coronavirus – with trade wars, President Trump, social polarisation, tensions with China, concerns the Eurozone would break apart, slow growth in Australia, and ever-present predictions of a new global financial collapse.
July 16th 2021
In the latest edition of Market Week in Review, Chief Investment Strategist for North America, Paul Eitelman, and Julie Zhang, head of North America sales enablement and analytics, discussed the decline in U.S. bond yields, the European Central Bank (ECB)'s new strategic policy framework and global manufacturing numbers from June.
July 12th 2021
The past financial year saw a spectacular rebound in returns for investors as the focus shifted from the recession to recovery against a backdrop of policy stimulus and vaccines. This note reviews the last financial year and takes a look at the outlook.
July 7th 2021
On the latest edition of Market Week in Review, Investment Strategist Alex Cousley and Head of Portfolio & Business Consulting Sophie Antal Gilbert discussed the latest developments around U.S. infrastructure, the slowdown in the pace of Chinese manufacturing and the global rise in oil prices.
July 6th 2021
News that I and many others were effectively in lockdown from Friday was depressing. It got even more depressing when the whole of Sydney and surroundings was put into a two-week lockdown on Saturday. And I am not in Victoria which has had it even worse over the last year, and I can only imagine how bad this must be for those looking forward to school holidays.
June 30th 2021
On the latest edition of Market Week in Review, Director of Investment Strategies Shailesh Kshatriya and Julie Zhang, head of North America sales enablement and analytics, discussed U.S. Federal Reserve (the Fed) Chair Jerome Powell's recent testimony to Congress. They also unpacked the latest trends in the housing market and reviewed flash PMI (purchasing managers' index) surveys from June.
June 29th 2021
The drumbeat of central banks heading towards the exits from ultra-easy monetary policy is getting louder. It started with the Bank of Canada, then the Bank of England followed by the RBNZ and the Bank of Korea. Russia and Brazil have raised rates. The US Federal Reserve is starting to “talk about talking about tapering” (or slowing) its bond-buying, and Fed officials are signalling the start of rate hikes in 2023 via the so-called “dot plot” of the median Fed official’s interest rate expectations
June 23rd 2021