Market Summary

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15 07, 2019

Weekly Market Update (Issue 556) – 15 July 2019

By | 2019-07-15T16:20:35+10:00 July 15th, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week Afterpay (APT), BWX (BWX), Oil Search (OSH), Nufarm (NUF) Key market themes Momentum > investors remain more concerned by missing the rally than of buying the top Reach for yield remains a priority > investors are chasing higher returns from riskier assets such as equities and corporate bonds as cash returns [...]

8 07, 2019

Weekly Market Update (Issue 555) – 8 July 2019

By | 2019-07-08T16:34:46+10:00 July 8th, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week Woolworths (WOW), Commonwealth Bank (CBA), Telstra (TLS), Nufarm (NUF), Magellan Financial Group (MFG), Medibank (MPL), Australian Healthcare (CSL, RMD, COH) Key market themes Expectations and reality might be sooner to collide after the market’s stellar rise. Last week saw some cold water thrown over investor expectations for rate cuts in both [...]

1 07, 2019

Weekly Market Update (Issue 554) – 1 July 2019

By | 2019-07-03T08:58:50+10:00 July 1st, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week Westpac (WBC), VGI Partners (VG1, VGI), Afterpay (APT), Oil Search (OSH), Woodside (WPL), BWX (BWX), Australian REIT sector, SEEK (SEK), IOOF (IFL) Key market themes Trade tensions de-escalated at the weekend G-20 meeting, albeit little agreement on anything sustainable was achieved. Both China and the U.S agreed to talk, the U.S [...]

24 06, 2019

Weekly Market Update (Issue 553) – 24 June 2019

By | 2019-06-24T17:06:34+10:00 June 24th, 2019|Market Summary, Weekly Market Update|0 Comments

Markets went onward and upward again last week, and it wasn’t just equities. Oil jumped +10%, gold rallied to its highest level in 6-years and bond investors sent yields further lower across the world. ‘Anything but cash’ seems to the mantra of investors at the moment, with asset markets surging ahead on support from global [...]

17 06, 2019

Weekly Market Update (Issue 552) – 17 June 2019

By | 2019-06-20T14:07:22+10:00 June 17th, 2019|Market Summary, Weekly Market Update|0 Comments

We have a quite a bit to get through this week, and I am feeling really quite optimistic and interested by the opportunities currently presenting themselves both here and abroad. AUSTRALIAN PORTFOLIO OPPORTUNITIES Firstly, PRIME clients would have received our Australian portfolio recommendations late last week, and the promise of more to come. I reiterate [...]