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Latest insights
  • 7 Feb 2017
    Global Outlook: A break from ultra-easy policy
    With the stabilisation of commodity prices, particularly oil, inflationary forces should be seen through the first half of 2017, which could potentially lead to a pause in easy policy around the globe.
  • 7 Feb 2017
    2017 Australian Equity Market Outlook
    The Australian market has seen quite a large rotation away from defensive and bond-sensitive stocks towards the cyclical and value end. Based purely on the combination of the market dividend yield of 4.5% and EPS growth of high single digits, it is not unreasonable to expect a 12-15% total return in the Australian share market for 2017.
  • 7 Feb 2017
    2017 Fixed Income Outlook
    We believe that Australian bonds will outperform their global peers, contracting to meet US 10-year yields, and being much tighter compared to European yields. Semi-government bonds should perform well, while we favour being defensive through holding shorter duration credit.
Latest insights
  • 7 Feb 2017
    Global Outlook: A break from ultra-easy policy
    With the stabilisation of commodity prices, particularly oil, inflationary forces should be seen through the first half of 2017, which could potentially lead to a pause in easy policy around the globe.
  • 7 Feb 2017
    2017 Australian Equity Market Outlook
    The Australian market has seen quite a large rotation away from defensive and bond-sensitive stocks towards the cyclical and value end. Based purely on the combination of the market dividend yield of 4.5% and EPS growth of high single digits, it is not unreasonable to expect a 12-15% total return in the Australian share market for 2017.
  • 7 Feb 2017
    2017 Fixed Income Outlook
    We believe that Australian bonds will outperform their global peers, contracting to meet US 10-year yields, and being much tighter compared to European yields. Semi-government bonds should perform well, while we favour being defensive through holding shorter duration credit.
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