The Moneyplanners Blog
Personal Finance Journal
Investment Update – February 2017
2017 will be a year of stronger global economic growth. The incoming US administration promises to stimulate an economy already enjoying considerable momentum, while the Chinese authorities are expanding fiscal policy. Meanwhile, global PMIs (purchasing managers’ indices) are once again rising in tandem.
Investment Update – November 2016
Global growth has fluctuated in a narrow range for the past five years and this recent acceleration marks a shift from the bottom to the top of that range. This movement should be relatively supportive for risk assets. The strengthening is largely due to the terms of trade shock from the strong US dollar and the fall in commodity prices on several economies and sectors starting to abate in the latest numbers.
Investment Update – October 2016
Politics are becoming increasingly important to investment outlook. Sentiment seems to be moving away from policies that assist assets owned by the wealthy – real estate and shares – towards a greater focus on support for the average person in the electorate. Fiscal stimulus may be coming.
Investment Update – September 2016
fter a weak first half of 2016, global GDP growth should recover modestly in the second half as the large drag from inventories abates. However, the world continues to face substantial headwinds, including the impact of Brexit, continued weakness...
Investment Update August 2016
We continue to expect a capital markets back-drop of low economic growth, low inflation and very low interest rates. We also expect the “high-yield” markets like New Zealand and Australia to be well supported by capital flows from the ultra-low monetary policy countries.
Investment Update July/August 2016
Brexit brings with it heightened uncertainty and financial markets certainly do not like the unknown. We therefore expect a period of weaker and more volatile share markets. We also expect a low interest rate environment for even longer now. We expect investors to be more cautious, maybe to adopt a “wait and see” strategy.
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