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Recent articles
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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