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Snapshot Investment Update

Late cycle volatility is growing

November 2018

Volatility is a word that has rarely been used in the past few years, but it’s one we may well hear a lot more of in the near future.

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Strong September in the US... S&P 500 breaks with tradition

October 2018

September is usually regarded a weak month for equity markets, where volatility rises and trading ranges expand.

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Another strong month built on outstanding US earnings

September 2018

It’s been a tumultuous month in Australian politics. While positive domestic economic news has been scarce, the economy is not experiencing quite the same negative public opinion.

Synchronised global growth drives US company earnings

Synchronised global growth drives US company earnings

June 2018

The month of May was predominantly full of positive economic news, particularly out of the US.

While things have been relatively quiet in Europe of late, Italian political turmoil could well boil over and cause significant economic turmoil in the near future.

SnapShot August 2018

Infrastructure spending spurs domestic employment

August 2018

For some time, the Australian economy has been characterised by strength in one sector and weakness elsewhere.

SnapShot May 2018

US earnings season comes to the rescue!

May 2018

April had its fair share of negative financial news to contend with, but ended on a slightly positive note.

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A solid end to the financial year... despite renewed trade tensions

July 2018

The end of the financial year looked like it would be ambushed by the return of a geopolitical event, namely
trade tensions.

SnapShot April 2018

Stability on US interest rate announcement...

April 2018

But instability caused by political announcements!

When it comes to economic fundamentals overriding politics, let’s hope the experiences of the past continue into the future.

SnapShot March 2018

An unexpected sell-off that should be short lived

March 2018

Volatility is back as the interest rate normalisation
process continues. US tax cuts were just starting to kick in and the latest company earnings were very positive.

SnapShot February 2018

A solid start to the New Year on the back of renewed optimism

February 2018

The biggest worry is the lack of worry!
2018 has started with the stars well and truly aligned!

 

SnapShot January 2018

2017... A year of steady returns and low volatility!

January 2018

While 2016 saw two momentous political events, Brexit and Trump's election, which shocked financial markets, 2017 was far more boring. 

SnapShot December 2017

Another US rate rise in December is almost certain

December 2017

Equity markets continued their solid form over the past month, driven by performance in the US.

SnapShot November

US economy is going from strength to strength

November 2017

October 20 may have marked the 30th anniversary of the 1987 stock market crash, but there was little justification for a repeat this year.

SnapShot October 2017

US tax reforms finally on the table!

October 2017

September finally saw some action regarding tax reforms in the US, and financial markets liked what they heard.

September Investment SnapShot

Geopolitical tensions see a return of volatility

September 2017

We have been enjoying steady market returns in a low volatility environment for many years, but geopolitical tensions during August changed this.

SnapShot July 2017

Financial market stability amid geopolitical uncertainty

July 2017

As we look back at the 2017 financial year, we can breathe a sigh of relief that financial markets satisfactorily navigated their way around some potentially disruptive issues.

SnapShot June 2017

Low inflation is here to stay for some time...

June 2017

It appears low inflation will be with us for some time to come, not just in Australia, but importantly, also from a global perspective.

SnapShot May 2017

Geopolitical tensions rise in Asia and Europe...

May 2017

Significantly different geopolitical tensions, from different parts of the world, threatened to derail financial markets in April.

SnapShot April 2017

Trump fails first attempt at significant legislation change

April 2017

US equity markets have enjoyed a stellar run since November 8 when Donald Trump won the US election.