by Admin_CentW | Sep 15, 2021 | Newsletters
Introduction Movements in the value of the Australian dollar are important for Australian-based investors in that they directly impact the value of (and hence returns from) international investments and indirectly effect the performance of domestic assets like...
by Admin_CentW | Sep 1, 2021 | Newsletters
Introduction Three months ago there was much optimism about the Australian economic outlook. GDP regained its pre pandemic level, confidence was strong, the jobs market was roaring, there was minimal community coronavirus & vaccines were providing optimism...
by Admin_CentW | Aug 25, 2021 | Newsletters
Introduction After surging 65% from its coronavirus low in March 2020 to its high in February this year, the Chinese share market saw an 18% decline into July. This reflected concerns about policy tightening, the economic outlook and a regulatory crackdown on a...
by Admin_CentW | Aug 17, 2021 | Newsletters
Introduction Despite lots of worries – around the resurgence of coronavirus driven by the Delta variant, peak growth, peak monetary and fiscal stimulus and high inflation – global and Australian shares are around record levels. So how can this be? Particularly...
by Admin_CentW | Aug 10, 2021 | Newsletters
Introduction The current environment seems to be one of extreme uncertainty. We have seen a strong economic recovery from last year’s global and Australian recessions – but there are worries about the resurgence of coronavirus driven by the Delta variant, peak...
by Admin_CentW | Jul 27, 2021 | Newsletters
Introduction It seems the bad news on coronavirus doesn’t let up. The lockdown in NSW looks like going longer. There is endless debate about whether governments are doing the right thing, whether the vaccines will work and when we can reopen. And coronavirus...
