In the December 2017 edition of the Market Update: The global economy continues to generate synchronised growth and markets are expecting these conditions to continue into 2018. In the US, both houses of Congress have approved bills to reform and lower corporate and personal taxes paving the … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during November. He discusses: the implications of the US tax cuts implications of US interest rate rises and the decline in the Australian dollar. Watch the MLC Economic update – December 2017 video … [Read more...]

In the November 2017 edition of the Market Update: Recent economic data continues to show that the major economies are all growing and that global growth is accelerating. In Japan, the recent elections returned Prime Minister Shizo Abe’s Liberal Democratic Party with a larger majority … [Read more...]

In this update, Bob Cunneen, Portfolio Specialist, and Jason Hazell, Head of Investment Communications (in video), reviews events in markets during October. They discusses: the ambitious Wall Street the announcement of Jerome Powell as the next US Fed Chairman and the strong rebound in … [Read more...]

Which key events have been driving markets? Watch this video of NAB Asset Management's Senior Economist Bob Cunneen talking to Global Equities Portfolio Manager Myooran Mahalingam to find out. They discuss: Australian shares disappointing while the economy recorded improving data The … [Read more...]

In the October 2017 edition of the Market Update: Economic data released over the past month has continued to give investors optimism that the global economy is experiencing synchronised growth for the first time in many years. Investor concern over tensions between the United States and … [Read more...]

The October 2017 report, MLC’s scenario insights & portfolio positioning, states: “As we noted in last quarter’s briefing, we may be witnessing the beginning of the end of an era. If so, expect this to challenge asset prices, inflated by the presumption of low rates and easy money.” At … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during August. He discusses: Insights from the profit season in Australia Heightened geopolitical risks after North Korea fired a missile across northern Japan, and President Trump's bold promises of corporate … [Read more...]

In the September 2017 edition of the Market Update: Economic data released over the past month has continued to paint a relatively good picture of global growth with most of the major economies experiencing accelerating economic growth in the June quarter. Geopolitical tensions remained … [Read more...]

In the August 2017 edition of the Market Update: In a relatively quiet month for economic and policy news, global equity prices rose, helped by corporate earnings reports in the United States and Europe that were relatively strong. The US Dollar fell 2.9% against a trade-weighted basket of … [Read more...]