2016 outlook

Nikko Asset Management Australia

The Australian share market looks 20% undervalued on a price/book basis and value is opening up across a number of sectors and stocks - notwithstanding concerns around global growth, Chinese growth and the oil price. Consensus earnings per share (EPS) growth is suggesting a mid-single digit decline in 2016. However,... Show More

Nikko Asset Management Australia

2015 was a forgettable year for investors. Returns across most major asset classes were flat, with the exception of a few significantly negative ones. These paltry returns were not a surprise — we had expected 2015 to be a rebalancing year as global markets came to terms with the destabilising... Show More

Damien Wood

The year 2016 looks like being a battle between greed and fear with regards to Australian dollar corporate bonds’ performance. Greed will be driven by investors increasingly frustrated by falling deposit yields. Fear looks most likely to come from abroad, namely, prevailing low commodity prices causing rising defaults in the... Show More

Clime Asset Management

The first two weeks of 2016 has been the worst calendar year start for equity markets in decades. The Australian share market has retreated by 10% in just two weeks and taken its price fall to 18% since March last year. Therefore it is important to investigate whether the equity... Show More

Saxo Capital Markets Australia

The markets are in for a big surprise as they do not seem to grasp just how determined the US Federal Reserve is to increase interest rates, says Saxo Chief Economist Steen Jacobsen. He looks at what to expect as the Fed embarks on its first rate hiking cycle in... Show More