View from the Hill

Market Update – September 2017

View from the hill

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.

Click here to read the article.

Market Update – August 2017

View from the hill

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.

Click here to read the article.

Market Update – July 2017

View from the hill

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).

Click here to read the article.

Market Update – May 2017

View from the hill

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.

Click here to read the article.

Market Update – March 2017

View from the hill

February was dominated by political news from the United States and more recently the potential for a rate hike in March, however in Australia the improving economic outlook as well as the recent reporting season received relatively little attention.

Click here to read the article.

Market Update – January 2017

View from the hill

2016 was a notable year for investors as it started with a sell-off and poor sentiment driven by concerns around global growth and deflation and ended with all major asset classes delivering solid returns.  The best performing asset class was Australian listed property, recording a return of 13.2%, followed by Australian equities at 11.8%.

Click here to read the article.