World News

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2024 Q1 March Quarter Review

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Points of note:

  • Sharemarkets very strong in most developed markets 

  • Market rally in US broadens beyond tech, with Apple and Tesla struggling.

  • Bonds more mixed with questions over predicted rate moves.

  • Chinese markets continue to lag, but valuations appear attractive. 

  • Australian property prices & rents continue their upward momentum.

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2023 Q3 September Quarter Review

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  • US still performing strongly while EU economy struggles.

  • AI driven rally fades as global share markets post small loss in Q3.

  • Energy posts strong gains with oil production cuts.

  • Bond prices pushed down again with rate expectations.

  • Australian property prices still moving upward, with Hobart the exception.

  • The SPIVA Mid-Year Scorecard and a brief look at fund survivorship. 

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2023 Q2 JUNE QUARTER REVIEW

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  • Tech behind global market gains across Q2.

  • Australian market more tepid.

  • Inflation continuing to cool, but maybe not enough. 

  • Bond prices fall with potential for further rate increases.

  • Australian property market continues to gain despite rates.

  • The age of AI investment scamming begins to take shape.

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Q1 2023 March Quarterly Review

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Top points:

  • Bank failures temper early Q1 market gains.

  • Inflation moderates in the US and Australia. 

  • European markets see strong gains, EU avoids energy catastrophe. 

  • Australian property market turns upward, in spite of ongoing rate rises.

  • Bond prices up, as yields fall.

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Bank Runs

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In this column, we turn our attention to the recent banking issues seen globally, along with things to keep in mind any time there's a panic. We look at whether these events mean poor returns, the people making predictions, deposit guarantees, and whether you should be concerned.

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