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Market Updates Archive

Investment Update: TARP - Will it Help? - October 2008
The US congress has passed a modified US$700 billion TARP emergency package but will it provide enough impetus to restore confidence in credit markets.

Investment Update: After the Panic - October 2008
The rejection by US Congress to approve a US$700 billion emergency bailout plan on Monday 29th September sent sharemarkets spiralling downwards. Even if a modified rescue plan is approved, will it be enough to restore confidence to the shattered financial markets?

Investment Update: Global Property Securities - September 2008
Extreme volatility in listed real estate markets is a sign that the normal fundamentals underpinning pricing have broken down. We are seeing a significant weakening in valuations across Europe and Asia.

House View - September 2008
The global economic slowdown and elevated concern about systemic risk from the financial crisis has put pressure on financial markets around the world.

Impact of US Financials - September 2008
This week we have seen a major shake-up in financial markets as a number of US companies have announced financial problems or impending bankruptcy stemming from the ongoing impact of the credit crisis. 

Fixed Income: The Fannie Mae & Freddie Mac Bailout - September 2008
The recent government bailout of these two US mortgage giants has sent a serious message to the market that the government is committed to restoring economic conditions. 

Credit Markets: Is the Worst Over? - September 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”?

Investment Update: Global Property Securities - August 2008
Easing inflationary pressures and potentially lower interest rates are presenting some relief for property companies, especially those in the process of refinancing.

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.