2018's winners and losers

Jan 15, 2019 admin Alternative Assets, Australian economy, Equity, Fixed Income, Global economy, news, Property, SMSF 0 Comment

It might be hard to pick who has been a winner in terms of global politics, but Huawei's heiress and CFO, Meng Wanzhou would certainly have to qualify as a loser. Her shock arrest on December 1 in Canada reignited geo-political tensions, and helped spur the market jitters which saw significant downward moves in equity markets across the globe.

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Global Market Review December 2018

Jan 03, 2019 admin Alternative Assets, Australian economy, Equity, Fixed Income, Global economy, news 0 Comment

  • December stock market jitters have wiped 6 months and in some cases, a year's worth of gains away from returns. Into year end Geo-political tensions escalated on Huawei's CFO arrest, and the China/US tariff posturing.
  • US Markets shed 2-3% a day in one week, leaving them broadly 5-8% lower for the year. This is because solid underlying earnings growth is being ignored in favour of higher risks ahead, including interest rates, trade, Brexit and a slowing global economy.
  • In Australia, it is increasingly likely that we will have a Shorten Labor Government and tax policy for CGT & Franking Credits will be targeted and ultimately have significant implications for stocks, hybrids, and property markets.

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Property prices to continue to slump?

Nov 21, 2018 admin Alternative Assets, Australian economy, Equity, news, Property, SMSF 0 Comment

Australian house prices continue to make headlines for all the wrong reasons.

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Global Markets Review September

Oct 05, 2018 admin Alternative Assets, Equity, Fixed Income, Global economy, news 0 Comment

  • The S&P500 hit record highs despite President Trump announcing further tariffs. This time around he added 10% to an additional $200b of Chinese imports, which are to rachet up on Januray 1st 2019 to 25%.
  • China responded to the latest round of tariffs by announcing 5-10% tariff increases on $60b of US imports.
  • The US Federal Reserve lifted interest rates (as expected) by 25bps to 2.25%.
  • The ASX200 lagged offshore markets by finishing the month 1.3% lower. The Royal Commission into Banking released an interim report, and Energy & Mining stocks rallied on stronger commodity prices.

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The broader implications of trade wars & a stronger USD

Sep 03, 2018 admin Alternative Assets, Australian economy, Fixed Income, Global economy, news, Property, SMSF 0 Comment

President Trump is shaking up the status quo of global politics. His main game has been to reverse the unfair advantage he believes China has had in the US economy. China has amassed an almost $30b trade surplus from net exports to the US, exporting everything from Christmas lights, t-shirts, and steel. His laser like focus on China has seen him levy tariffs of $50b, and now upping the ante to $200b.

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