News

This morning saw Federal Reserve chair Janet Yellen play a straight bat in her final policy review, keeping rates on hold while adding emphasis on plans to raise US interest rates. The initial market reaction was muted, although as highlighted the US mark

Global markets sold off overnight as volatility returned to markets. Stocks fell for a second straight day, hit by concerns around rising US bond yields and a decline in healthcare companies.

With Wall Street at record highs, investors will eye a Federal Reserve meeting, and US President Donald Trump’s first State of the Union address this week. The US earnings season is now also in full-swing, with a number of high-profile corporate profit re

One of our key investment themes is that an ageing population will drive demand for healthcare services.

Global markets slipped overnight with European markets selling off more the Wall Street. In contrast, both the Australian and New Zealand dollar have continued on an upward trajectory recently, particularly against the US dollar which has been surprisingl

Global markets traded in a tight range overnight, with the Tech sector being the standout as Netflix surged 11% to a record high and surpassed $US100 billion in market value. The video-streaming pioneer beat Wall Street targets for new subscribers (adding

Global markets were mixed overnight as the London market retraced while earnings optimism as well as a spate of merger activity bolstered sentiment in Europe and Wall Street. Markets also edged higher after the US Senate voted to end the shutdown of the U

While a shutdown of the US government and uncertainly is rarely market-friendly, investors appeared too focused on earnings gains and the promise of tax-cut bolstered dividends versus the latest round of political brinkmanship. Looking historically, the m

Global markets were mixed overnight, although the US market powered to fresh record. As we touched on earlier this week, the US market has got off to an amazing start in 2017 and is up +4.8% year to date (and had the best start to a calendar year since 19