The relativities between the major asset classes depicted below is largely unchanged, notwithstanding that some strength in Australian Equities has pushed the valuation just into the bottom end of our Fair Value range. In International Equities the stark outlook between Fully Priced Developed Markets where...
14 May 2013 Much like in 2012, the Federal Budget only contained few surprises as many of the measures had already been legislated or pre-announced. The Federal Budget Analysis prepared by GWMAS trading as MLC Technical appears below. Summary The Medicare levy will increase by 0.5% to 2% pa from...
Over the past month we've seen positive movements in the Australian share market as well as in the developed international equities. Meanwhile, there have been downward shifts in emerging international markets along with listed property trusts. The table below shows our long term (10 year) expected...
As you may be aware, federal treasurer Wayne Swan, and Minister for financial services and superannuation, Bill Shorten have recently announced several changes to the superannuation system. Please note, that these changes are still subject to the ordinary political processes before they are set in law. [fancy_header variation="silver" textColor="#222222"]Superannuation...
Monthly Economic & Investment Market Commentary February 2013 CHINA The formal transition of the Chinese leadership will be completed in the early days of March at the 12th National People's Congress, and while the process is ceremonial, the statements of both outgoing and incoming leaders are of particular...
Monthly Economic & Investment Market Commentary January 2013 Given the equity market rally and the more buoyant mood that is apparent in 2013 in investment markets generally, it is interesting to see how quickly those that seek to provide interpretations of the very short term change their...