Tech trillionaire

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It was another positive week for global stocks underpinned by strong US earnings and benign US wages that together again more than outweighed any concerns arising from US-China trade tensions. According to FactSet, a record high 80% of the 80% of S&P 500 companies that have reported Q2 earnings so... Show More

Inflation Test

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Global markets enjoyed another “risk on” week thanks to still broadly encouraging US earnings reports and a thawing in US-EU trade tensions. Show More

Earnings trump Trump

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It was a broadly flat week for global equities with an upbeat start to the Q2 US earnings reporting season helping offset wobbles caused by US President Trump’s latest rants. The biggest market move was oil, which dropped due to global trade tensions and rising supply from Saudi Arabia. Show More

Active or Passive – How do you decide? Part I

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Working for an ETF fund manager, investors and financial advisers simply presume that I’ll always favour a simple passive index-tracking ETF. Make no mistake, whilst I may think that indexing is the way to go most of the time because of the obvious benefits of instant diversification, lower costs, and... Show More

Sell the rumour

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Global markets remained cautious for much of last week ahead of the Trump Administration’s Friday deadline to impose a 25% tariff on $US34 billion worth of select Chinese imports. The tariffs duly went into effect and China, as promised, vowed speedy retaliation – without specifying specific measures as yet. As... Show More

Trade Wars

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Trade jitters were the major concern affecting global markets last week, which contributed to lower global equities, bond yields and the $US. Fears that Trump was about to impose new restrictions on Chinese investment in tech companies jolted sentiment, though the Administration backpedalled a day later and agreed to adopt... Show More

Crude Oil – Ahead of the Curve?

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With the price of oil below $40, some investors might think now is a good time to invest into an oil exposure and then sit and wait for the price of oil to eventually rebound. However, investing in oil isn’t that simple. Read more about the ‘ins and outs’ of... Show More