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Market Updates

Investment Update: Credit Markets: Is the Worst Over? - Sept 2008
Credit markets have experienced one of the most turbulent periods in recent history. What are the risks within the Australian credit market? Can we say “the worst is over”?

House View - August 2008
Recent falls in commodity prices have partially alleviated global inflation concerns. However, the second half of the year is shaping up to be a period of general economic sluggishness. Within this environment, a case can be made for an easing in global official interest rates.

Emerging Markets: Positioned for Growth - August 2008
We see six good reasons to invest in emerging market equities: the continuing infrastructure investment boom; Chinese investment growth; good prospects for emerging market currencies; improved stock valuation levels; a slowing of inflationary pressures; and a possible bottom of the cycle by year-end.

Investment Update: Global Property Securities - July 2008
Global REITS posted a positive return in July after a weak performance in June - characteristic of the volatile market conditions we are currently in. However, with earnings reporting season underway, we are seeing evidence that property fundamentals remain intact.

House View - July 2008
The theme for 2008 remains one of a slowing global economy and inflation. Concerns around financial institutions and the stability of global financial markets remain and while commodity and energy prices have eased back, persistence in inflation pressures will ultimately require more restrictive policy settings.