The 2020-21 Australian Budget – spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs
The 2020-21 budget is a long way from the 2019-20 “back in black and back on track” budget. Last year, it was all about delivering the long-awaited budget surplus. This year it’s all about spurring recovery.
Coronavirus continues to cause havoc globally and in Australia – but here are five reasons for optimism
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 cases
Share market indexes mostly managed to look through coronavirus concerns over the last week and rebound helped by good US earnings and dovish guidance from the ECB. US, European and Chinese shares rose but Japanese shares fell. The positive
This note takes a look at seven charts we highlighted in January for investors to watch as being critical to the investment outlook this year. Put simply, where are they now?
Share markets were buffeted by concerns about higher inflation and rising coronavirus cases over the past week. US shares fell 1% through the week and European shares fell 0.8%. However, Japanese shares rose 0.2%, Chinese
It sometimes seems that the worry list for investors has become more threatening and more confusing than ever. This was an issue prior to coronavirus – with trade wars, President Trump, social polarisation, tensions with China,
Share markets had a volatile ride over the last week on the back of worries that a resurgence of new coronavirus cases will derail the global economic recovery. US shares managed a 0.4% gain for the week as “dip buying”
2020-21 saw investment returns rebound – expect more modest but still good returns this financial year
The past financial year saw a spectacular rebound in returns for investors as the focus shifted from the recession to recovery against a backdrop of policy stimulus and vaccines. This note reviews the last financial year and takes a look at the outlook.
While the US share market rose 1.7% to a new record high over the last week helped by a goldilocks jobs report, other global share markets fell with concerns about a renewed rise in coronavirus cases. Eurozone shares
The never-ending coronavirus pandemic – why snap lockdowns in Australia make sense until herd immunity is reached
News that I and many others were effectively in lockdown from Friday was depressing. It got even more depressing when the whole of Sydney and surrounds was put into a two-week lockdown on Saturday. And I am not in Victoria
Global share markets rebounded over the past week with US shares rising 2.7% to a new record high helped by calming words from the Fed. Eurozone shares rose 1.2%, Japanese shares gained 0.4% and Chinese shares
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