Perpetual Equity Investment Company

One of the key drivers of the improved market sentiment since December has been that the US Fed has been very consistent in its messaging. Indeed every meeting since then, Janet Yellen and her colleagues have reduced the level of monthly asset purchases by USD10 billion. However, before this process... Show More

Clime Asset Management

In the latest macro economic update, John Abernethy, Chief Investment Officer and George Whitehouse, Portfolio Manager from Clime Asset Management explain implications of Australian equities in 2014. Visit the link to watch the full video http://www.clime.com.au/investing-report-archive/december-2013-sydney-investor-briefing/ Show More

Jay Soloff

In the US, positive economic news continues to roll in, throwing into question the timing of the Fed's much anticipated (or feared) tapering plans. First off, GDP was revised significantly higher to 3.6%, up from 2.8%. The big upward revision came from a much higher than expected expansion in inventories.... Show More

Jay Soloff

Fed Chair nominee Janet Yellen will have the daunting task of winding down Fed stimulus without causing the equity markets to collapse. In fact, one of the first decisions Yellen will have to make as Bernanke's successor is when and how much to reduce bond purchases. Presumably some time in... Show More

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Tom McKay

Larry Fink, CEO of Blackrock, the worlds largest fund manager says the Fed's delay on tapering is now creating bubbles in various markets. We've seen real bubble-like markets again. We've had a huge increase in the equity market. We've seen corporate-debt spreads narrow dramatically, It's imperative that the Fed begins... Show More