China on track

Published: November 13, 2013

Download PDF copy It seems that every 6 -12 months the China perma bears roll out their worries again. At the core of such concerns are a bunch of structural issues: that China’s investment driven growth model is unsustainable, that its housing sector is overheated, that it has lost competitiveness and most significantly that it […]

Read more

Market Watch – October edition

Published: November 6, 2013

Download Market Watch – October edition and read the full report. In this edition: World’s attention shifts to China and the forthcoming third plenary session. [1 min*] Portfolio manager Jonathan Reyes talks about infrastructure stock Transurban. [1 min*] The pressure eases on Australian dollar for the time being. [30 sec*] Europe faces an assessment of […]

Read more

The search for yield and return – has it gone too far or is there more to go?

Published: November 6, 2013

Download PDF The collapse in short term interest rates and associated fall in long term bond yields has seen investors seek out decent investment yield in assets as diverse as corporate debt, property, infrastructure and shares. And more recently this has broadened into a general search for higher returns as confidence in the economic outlook […]

Read more

Seemlessly merging the digital and analogue worlds

Published: October 29, 2013

Anders Sorman-Nilson discusses how retailers can win the digital minds and analogue hearts of tomorrow’s consumers. The key is to combine a flawless in-store environment with strong online presence, including on mobile. It’s essential to offer easily accessible information in both worlds. This video must be taken in its entirely and any given chapter viewed […]

Read more

US ends debt impasse – what now for markets?

Published: October 29, 2013

Shane Oliver, discusses the end of US Congress standoff and what it means for investors. This video must be taken in its entirely and any given chapter viewed in isolation does not represent the entire message. If you’d like to discuss anything in this video please contact us.

Light at the end of the tunnel for Australian retail sales

Published: October 24, 2013

Download PDF Four years of poor retail sales When looking for growth in non-mining investments to fill the gap left by the mining investment boom, retail sales are critically important accounting for nearly 20% of economic activity in Australia. As is well known Australian retailers have had it tough for nearly four years now. Nominal […]

Read more

Market Watch – September edition

Published: October 8, 2013

Download Market Watch – September edition and read the full report. In this edition: A look at the stance of central banks around the globe. [1 min*] Chancellor Angela Merkel secures a resounding victory in the German national election. [1 min*] US political gridlock may unnerve investors.  [30 sec*] Best known for its coatings and adhesives, […]

Read more

Market Watch – August edition

Published: September 5, 2013

Download Market Watch – August edition and read the full report. In this edition: Potential shifts in policies after the Federal Elections may impact various aspects of the market. [1 min*] Ongoing global government debt issues present investment opportunities in corporate bonds. [1 min*] The 17 countries that share the euro currency deliver the first positive […]

Read more

What does an election mean for shares?

Published: August 14, 2013

Shane Oliver discusses implications of next month’s election for Australian shares. This video must be taken in its entirely and any given chapter viewed in isolation does not represent the entire message. If you’d like to discuss anything in this video please contact.

The world turns – emerging to developed markets

Published: August 14, 2013

Shane Oliver, discusses the relative performance of emerging and developed markets. This video must be taken in its entirely and any given chapter viewed in isolation does not represent the entire message. If you’d like to discuss anything in this video please contact us.