Australian markets

Here is a look at the macro factors that drove markets in May.

The Treasurer has been reported as saying the RBA Governor said the changes to the stage 3 tax cuts won’t be inflationary.

“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” - Peter Lynch

A number of commentators are calling the current rebound in global markets a ‘dead cat bounce’. Veteran fund manager, and famous ‘perma-bear’, Jeremy Grantham, has...

Without a doubt, 2022 has been a tough year for equity investors. As I write, the S&P500 is down around 16.5%, and the ASX200 is down around 5.5%. But don’t despair –...

At last, it seems some of the bad news for shares appears to be abating. It’s certainly been a rough year. Thanks to a combination of high inflation, hawkish central...

In recent weeks I’ve been discussing ‘peak inflation’ and the headwinds facing stock markets with clients. This week, it appears to have dawned on investors that...

ARB manufactures and sells a wide range of four-wheel-drive accessories, with a dominant footprint in the Australian market and a growing presence offshore. After a...

As if it was not hard enough for income-seeking investors, global interest rates were plumbing all-time lows at the start of 2020, even before the pandemic hit....

Outperforming a rising market is no mean feat. It has no costs, reinvests all dividends the moment they’re paid, and is 100% invested at all times. According to Marcus...

Are you concerned about the increasing number of zombie companies and a looming tech bubble? Well, perhaps the situation is not as worrying as it seems. With...

As the world grapples with COVID-19 and the worst economic downtown since the Great Depression, global stock markets surpass all-time highs. These conflicting...

Government support programs have helped to soften – and postpone – the financial blows from the disruptions caused by COVID-19. In so doing, they’ve also bolstered...

The 2020 Financial Year certainly threw up some challenges. To think the biggest global issues investors were contemplating only 12 months ago included the UK’s...

If the recent market rally has taken you by surprise, you’re not alone. Since hitting a low around 23 March, the S&P/ASX200 Index has rebounded almost 20 per cent,...

The relentless growth the Australian ETF industry has experienced shows no sign of abating, with the industry starting the new year with a bang! After closing 2019...

Back in November 1990, with the Australian economy deep in the doldrums, Treasurer Paul Keating uttered his now famous remark that this was “a recession that Australia...

Regarding the share market, I am firmly in the bear camp. I cannot see shares making a new high any time soon; we could however very well see the market test new lows...

For every company that upgraded their outlook during the Confession Season, for the first half of the 2019 financial year, five companies have downgraded. For the same...