What China’s opening means for markets

This commentary from VanEck about China's potential effect on investments in 2023

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Can we expect share markets to level out?

Can we expect share markets to level out?

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This commentary from Tom Dyson, investment director at Bonner Private Research, confirms the Fed’s aggressive approach but asks the question: ‘Could Jerome Powell be bluffing’.

Excerpt preprinted with permission of Bonner Private Research

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Why money is jumping ship to responsible and ethical investments

The Responsible Investment Benchmark Report Australia 2021 shows money is jumping ship to responsible and ethical investments.

The Australian responsible investment market continued to soar in popularity to $1.2 trillion in 2020, with responsible investment assets growing at 15 times the rate that overall Australian professionally managed investments have grown.

The report by Responsible Investment Association Australasia (RIAA) details industry data on the Australian responsible investment market over 12 months to 31 December 2020 and compares these results with the broader Australian financial market.

Reprinted with permission of RIAA - Responsible Investment Association Australasia

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To comprehend the scale of the collapse of Evergrande, the largest property and Real Estate group in China, you need to combine the failures of Fannie Mae, Freddie Mac and Lehman brothers in the GFC in 2008.

It’s not possible to assess the impact upon global financial markets at this stage but this commentary from Franklin Templeton provides an insight into the possible risks ahead.

Reprinted with permission of the Franklin Templeton Group

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Investments and Uncertainties

As you are aware, identifying long term trends is a key factor in successful investing. This overview from The Capital Group includes 10 predictions for long term investors and is a valuable insight to investment opportunities going forward.

Some of these sectors will already be familiar to you from our previous discussions.

Reprinted with permission of Capital Group

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The impact of COVID

The burden of lockdowns is affecting all of us and it appears likely that restrictions will continue for several more weeks. The impact upon the economy is still to be seen and the likelihood of a short technical recession is mentioned by David Bassanese, the chief economist of Betashares. The forecast for equity markets remains positive, however, with the upward trend continuing.

Source: BetaShares

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Ten trends to watch in the coming year

DO YOU FEEL lucky? The number 21 is connected with luck, risk, taking chances and rolling the dice. It’s the number of spots on a standard die, and the number of shillings in a guinea, the currency of wagers and horse-racing. It’s the minimum age at which you can enter a casino in America, and the name of a family of card games, including blackjack, that are popular with gamblers.

Source: The Economist

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Envisioning a post-pandemic future

The American mathematician Claude Shannon famously established a lower bound for the number of possible moves in a typical chess match: around 10120. That's 10 with 119 zeroes after it. Reflecting on when the COVID-19 crisis began to unfold across the globe, I think the Shannon number adequately captures the breadth of possible economic outcomes at the time.

Vanguard Australia Market News Sept 2020

As the crisis has evolved, however, two things have become clear: the pandemic has accelerated some trends already in place, and COVID-19 will have implications that are opaque now but that will become undeniably clear and meaningful over time.

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The RBA ‘jaw-boning’ experiment keenly watched by the Federal Reserve

With 30% ($16 trillion) of central bank interest rates now below zero, what can we expect as we look ahead to 2021?

Article SMH June 23 2020

One of the curious aspects of the policy responses to the coronavirus pandemic is that the Reserve Bank’s move into unconventional monetary policy territory has provoked so little discussion.

Its deployment of "yield curve control" is, however, generating increasing interest offshore.

The US Federal Reserve Board is paying close attention to the RBA’s capping of bond rates out to three-year maturities as it considers whether to add such a move to the raft of unconventional measures it has already implemented in the US. Continue reading here.