risk

• Market Monitor: February 2025 snapshot: Trump bump turns into slowdown fears – What moved markets and why?

  "What happened in markets in Feb 2025 and why?" asks  Ashley Owen...talking about the monthly snapshot on global markets for Aussie investors, and the profit reporting season wrap-up plus share price winners & losers.

• October 2024 snapshot: shares & bonds fall as Trump takes lead

  Ashley Owen's snapshot on global markets for Aussie investors – including Top 5 factors moving markets & covering Australian & US share markets, short & long-term interest rates, plus the AUD/USD exchange rate

• The BIG picture – China builds another ‘Sydney CBD’ every 3 days – with our rocks!

   "The 20-year Chinese property construction boom is over, but I’m still bullish on Aussie exports to China continuing to grow", says Ashley Owen

• The BIG picture – Chinese steel production – the ‘Sydney Harbour Bridge’ index

   "If I had to pick a single number that drives Australia’s economic growth, income, wealth, living standards, and overall investment returns so far this century - it would be: China’s steel production" says Ashley Owen

• The boring approach is best

  With continuing concern on the economic impact that may be caused by the COVID-19 virus, Michael Karagianis - Jana believes it’s best to take a conservative approach to investing during these times of heightened risk.

• The rise of ESG as an investment theme - IMAP Independent Thought

  The appetite by Australian investors for portfolios that meet their personal values, continues to rise steadily. And sitting at the heart of this is ESG. Leah Willis (Australian Ethical), James Harwood (Russell Investments), Michael Salvatico (S&P Global Sustainable1), and Deanne Baker (Lonsec) share their thoughts on how advisers can meet this demand, while still satisfying the financial goals of their clients.

   

• This time is different’ – or is it? 123 reasons NOT to invest!

  "Every year there are ‘End of the world’, or ‘End of life as we know it’ crises and threats that scare investors into waiting and watching from the sidelines. Are the current batch of threats different this time?" asks Ashley Owen

• Update October 2023: Three quarter time score check: 2023 a low-scoring year

  "Despite constant doom and gloom in the media headlines this year, most asset classes are ahead in 2023, and most are ahead of inflation", says Ashley Owen