It’s hard to believe that in the blink of an eye Christmas becomes Easter, and what contrasting times we find ourselves in compared to a year ago! Optimism has been high with aggressive stimulus packages from governments and lower-for-longer monetary policies, rolled out by central banks with money printing and interest rate market interventions. It’s fair to say this has… [Read More]
Blog
Market Update – A good year ahead?
Welcome to the first market update for 2021, and things are off to a strong start with conditions likely to remain supportive of asset prices for the remainder of the year. This month we focus on what is driving the recovery as we start to look beyond the pandemic. If you would like further insights… [Read More]
Christmas 2020 Message – Not the year we expected!
This time last year, we were optimistic about the start of a new decade and wondering what significance this may signal in terms of world history. This time last year, of course, none of us had any idea what lay ahead. I’m sure that 2020 has been the most unusual and challenging year any of… [Read More]
Market Update – In the Shadow of the Peak
Finally, we can all take some comfort knowing the pace of the spread of the virus has stalled. The number of new cases, in fact, seems to have peaked at about 100,000 a day (though the accuracy of this data is questionable due to sporadic testing across many countries). The focus will now turn to a… [Read More]
Market Update – Approaching the Peak
After falling into the quickest bear market in history, markets staged a partial recovery from the lows posted after their capitulation in March. Optimism followed announcements of record government spending to cushion the economic impact, the response has been far bigger and quicker than anything seen in the GFC, but questions remain about whether it will be enough. The next… [Read More]
Market Update – Reality Comes To Australia
It’s been a time in history we will never forget. Justifiably, markets have fallen into the quickest bear market in history. Yet unlike the GFC, the problem at hand is very clear, COVID-19. It is now up to the brightest minds in medical science who are collaborating around the world to develop treatments to ease the burden… [Read More]