View from the Hill

Market Update – December 2017

View from the hill

Equities continued their appreciation over November with the MSCI World ex Australia Index up 3.2% on an unhedged basis and the domestic S&P/ASX 200 gaining 1.6%. Global growth remained the primary factor driving markets with many sentiment factors also contributing to market upside.

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Market Update – September 2017

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All asset classes recorded minimal change over August despite being impacted by a range of factors, both political and economic.  Domestically, key issues centred on the reporting
season and ongoing political uncertainty for the government because of the “dual citizenship” issue.

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Market Update – August 2017

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Central bank cash rates and their outlook were the major features impacting markets over July. Overseas most central banks, except Japan, indicated that monetary conditions and interest rates had bottomed and were likely to tighten, albeit gradually, from here. In Australia, the RBA noted that the neutral cash rate is around 3.5% p.a., or some 200 basis points above the current cash rate.

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Market Update – July 2017

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The financial year ended 30 June 2017 was very good to well-diversified, growth-orientated investors. Equities enjoyed well above average returns, whereas property and fixed income were far more subdued (particularly A-REITs whose annual returns were mostly driven by the results for the single month of June).

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Market Update – May 2017

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Several political tensions characterized April, including Eurozone elections, tensions between the US and North Korea and simmering conflict in the Middle East. However, markets looked through these threats and were largely unaffected by them.

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