Category: Market Chatter

Market Matters Weekend Report Sunday 1st December 2019

Markets lose confidence that central banks can avoid a recession with monetary policy & QE, plus of course we also have government fiscal stimulus lurking in the wings.

Subscriber Questions – Amazon, JHG, CGC and more

Questions from subscribers – having a look at value in the US and Australian markets

Calls for the week – US Markets, Iron ore & SIG

Income Report: Asset allocation framework when targeting income

Asset allocation framework when targeting income

Market Matters Weekend Report Sunday 11th December 2016

Last week the ASX200 continued with its strong advance since the Trump election victory, gaining another 2.2% led by the banks, resources and insurance stocks. The local market has now gained over 500-points since Donald Trump won Florida on the 9th of November and as we enter the seasonally strongest few weeks for stocks a break to fresh highs for 2016, over 5611, feels inevitable over the coming few days. The current rally is what we have been forecasting for global equities all year and it's now a question of keeping our finger on the pulse to identify the optimum time to lock in some profits.

The Hickman Report – Saturday 26th July 2014

The ASX200 closed up 52 points (0.9%) last week, following the Hang Seng up 762 points (3.2%) and Canadian S&P/TSX Composite Index up 189 points (1.2%)