Market Updates

Share market falls – seven things for investors to keep in mind

Key things for investors to bear in mind are that: corrections are healthy and normal; in the absence of a renewed recession share market falls may be limited; selling shares after a fall locks in a loss; share pullbacks provide opportunities for investors to buy them more cheaply; shares continue to offer an attractive income flow; shares often bottom at the point of maximum bearishness; and finally, to avoid getting thrown off a long-term investment strategy it’s best to turn down the noise.

January 25th 2022

Is the global economic recovery slowing down?

On the latest edition of Market Week in Review, Equity Portfolio Manager Olga Bezrokov and Head of AIS Portfolio & Business Consulting, Sophie Antal-Gilbert, discussed recently released economic data from around the globe. They also chatted about the growth outlook for China and reviewed early results from fourth-quarter earnings season.

January 24th 2022

Inflation Q&A – how worried should investors be about higher inflation?

For the last few decades, inflation has not been much of an issue. It was all about economic activity. Books were even written about “the death of inflation”. In fact, for much of the post GFC period inflation in many countries was below central bank targets and all the talk was of “secular stagnation” and disinflation with a fear of deflation.

January 20th 2022

U.S. inflation hits 39-year high. What’s propelling the steep rise in prices?

On the latest edition of Market Week in Review, Chief Investment Strategist for North America, Paul Eitelman, and Senior Client Investment Analyst Chris Kyle discussed December U.S. inflation data, the U.S. Federal Reserve (Fed)’s pivot to a tighter monetary policy and the recent outperformance of value stocks relative to growth stocks.

January 17th 2022

2022 – a list of lists regarding the macro investment outlook

Despite a wall of worry with coronavirus and inflation, 2021 was a great year for diversified investors, with average balanced growth super funds looking like they have returned around 14%, after just 3.6% in 2020. Balanced growth super fund returns have averaged around 8.5%pa over the last five years, well above inflation and bank deposit rates.

January 12th 2022

3 potential factors behind the spike in U.S. bond yields

On the latest edition of Market Week in Review, Chief Investment Strategist Erik Ristuben and Director of Institutional Investment Solutions, Greg Coffey, discussed the rise in U.S. government bond yields, the U.S. employment report for December and the number of potential U.S. Federal Reserve (Fed) rate hikes in store this year.

January 11th 2022

Key watchpoints for markets as U.S. Fed meeting looms

On a special, blog-only edition of Market Week in Review, Head of Equity Portfolio Management for North America, Megan Roach, recapped recent market performance and discussed recent actions taken by China’s central bank to boost economic growth. She also provided an update on the omicron variant of COVID-19 and discussed key watchpoints for markets in the coming week.

December 16th 2021

Review of 2021, outlook for 2022 – recovery to continue as we hopefully learn to live with covid

2021 was again dominated by the coronavirus pandemic, along with concern about higher inflation and monetary tightening but shares, unlisted assets and balanced growth super funds saw strong returns.

December 14th 2021

The U.S. November jobs report: Good news or bad news?

On the latest edition of Market Week in Review, Chief Investment Strategist for North America, Paul Eitelman, and Senior Client Investment Analyst Chris Kyle discussed the U.S. employment report for November and the uptick in market volatility.

December 6th 2021

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