Fidelity International

We conducted a cross-asset scenario analysis on potential outcomes from the upcoming midterm elections in the United States. Using both a macro and a bottom-up approach, our base case was for a Democratic House of Representatives and a Republican Senate, but we also considered the possibility of a sweep in... Show More

Nikko Asset Management Australia

I recently visited Perth to speak with some iron ore miners, before heading north to visit Fortescue Metals Group’s Solomon mining hub and Port Hedland infrastructure. Show More

Christopher Joye

In The Australian Financial Review I argue that it is misguided to conceive of He-Who-Must-Not-Be-Named as irrational, a radical reformer, or a right-wing zealot—history suggests he is none of these things. While one can quibble with his ethics, morality, consistency and personal style, he is unambiguously the pure American profit... Show More

AMP Capital

The Australian Federal election has delivered a messy result suggesting a more difficult Senate for the Coalition if it can form government and the risk of a return to minority government. The risk is that we will see a further slippage in the budget outlook – with a downgrade in... Show More

Mathan Somasundaram

Aussie market pulled back with usual Friday profit taking as investors were not willing to carry risk into the weekend. The bounce with Oil took a breather as Saudi Arabia confirmed they were talking about freezing and not cutting supply. Non OPEC and OPEC countries will have to come up... Show More

Mathan Somasundaram

Aussie market started positive with better commodity and global market sentiment before budget update draining the market of optimism. We have now had 13 out of the last 16 days being negative. Commodities took a breather for a change and the domestic budget delivered the negative news. The budget has... Show More

Livewire News

CBA has released an interesting note today examining the history of elections and their rather short-term effects on consumer confidence, the dollar and the stock market. Confidence levels generally lifted modestly following Federal election outcomes before other issues took greater prominence. Generally the short-term election boost to confidence lasted only... Show More