commodity cycle

Mathan Somasundaram

Aussie market started slightly positive before pulling back to negative territory and reverse yesterday’s performance almost sector by sector. The resource stocks were the only real positive performers with Gold stocks leading the way as USD weakens. Unlike the last few days the market big moves on result were all... Show More

Mathan Somasundaram

Aussie market pulled out another positive day despite overall negative sentiment in Asian markets after US Fed inaction and before BOJ stimulus rain. That’s 23 positive days out of 30 trading days since mid-June. Markets are way too calm and volatility indices keep falling….bond yields fall down to 1.87%. US... Show More

AMP Capital

Recent developments – including the rise of populism, developments in the South China Sea and around commodity prices along with relentless technological innovation – have relevance for longer term trends likely to affect investors. Being aware of such megatrends is critical given the short-term noise that surrounds markets. Key megatrends... Show More