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5 February 2018 -

Rates Trigger Market Sell-off | James Hardie Jumps

Global markets sold off sharply on Friday triggered by expectations that the US Federal Reserve will accelerate its pace of interest rate hikes this year and a leap in volatility.

2 February 2018 -

Earnings from US Heavyweights | Z Energy – Rise of Electric Cars

In the US, after some initial concerns about the results from Facebook and Microsoft after yesterday’s closing bell, the two tech companies paced the sector higher. Facebook was up more than 4% at one point, to reset its record high. Weighing on stocks wa

1 February 2018 -

ASX & NZX Rebound, Fed | Treasury Wine Estates Delivers Again

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

31 January 2018 -

Markets Retrace as Volatility Returns | CSL Limited

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.

30 January 2018 -

US Events – Fed Focus & Trump | Auckland Airport

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

26 January 2018 -

Mixed Markets | Value in Healthscope?

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

25 January 2018 -

US Protectionism & USD Weakness | NZ Refining Update

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

24 January 2018 -

Bulls Cheer Netlfix Result | QBE Downgrade

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

23 January 2018 -

Mixed Markets | Oil at 3-Year High & Woodside Petroleum

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