In the August 2014 edition of Market Update: Ukrainian and Middle Eastern geopolitics, and an Argentinian default, dominate global equity markets. Strong rebound in US economic growth with Q2 GDP at 4% Chinese economy continues to stabilise, with a further improvement in manufacturing … [Read more...]
Archives for August 2014
2014 August Monthly Economic update
This month, Brian reviews events in markets during July. He discusses: How Australia's market had a very strong month, while world share markets delivered mixed performance Why economic news from the US and recent data from China are positive, but Europe's recovery remains very … [Read more...]
Current geopolitical risks and the parallel universe of financial markets
In this article, Brian Parker looks at why geopolitical risks are front of mind for many investors right now. News headlines and television coverage are truly frightening. In particular, hopes that the Arab spring would lead to a flowering of secular democracy across the Middle East, which were … [Read more...]
Re-setting Expectations
In this article, Kajanga Kulatunga looks at why, until very recently, investors have relied on bonds as a solid source of income; why these factors aren‟t likely to deliver in the next three years; and what the options are for bond investors. You can read the full Investment Insight 2014 … [Read more...]