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15 May 2017 -

New Oil World, Z Energy

Global markets were mixed on Friday, with the US market ending slightly lower as Technology stocks were once again the bright spot. The outlook for the price of oil is back in the headlines in recent times, with oil notching its first weekly gain in a m

9 May 2017 -

Markets Set to Start Week Higher

Global stock markets were higher on Friday and there were a number of developments over the weekend. In terms of the US markets, the S&P 500 market index reached a new record high close, as energy stocks bounced back along with oil prices.

25 April 2017 -

Markets Rally on France

Global stock markets were higher post the weekend’s French elections. The 2 front-runners, far-right nationalist Marine Le Pen and centrist Emmanuel Macron won the first round of the French presidential election, triggering a runoff on May 7 between two r

18 April 2017 -

Politics & Earnings in Focus

Global stock markets were lower last Thursday as rising geopolitical tensions sapped investor risk appetite. We would not expect political risks to fade with the important French Presidential election set to take place this weekend (23rd of April). We hav

12 April 2017 -

Geopolitical Tensions Rise

Global stock markets were lower overnight, as rising geopolitical tensions between the US and North Korea put investor sentiment to the test. While stocks were lower, the “risk-off” mood saw safe havens such as gold and the Japanese Yen rally.

4 April 2017 -

March Quarter Wrap, Bellamy’s Sinks while A2 Soars

Global stock markets slipped on the first day of the quarter and overall markets appear to be struggling to find a clear direction.   Looking ahead to the second quarter of 2017, analyst and investor focus is turning to whether political developments will

15 March 2017 -

Standing in Front of a Freight Train

Global markets traded in a small range and were generally higher overnight. Given the strong rally in markets post the US Presidential election, the question is what should investors do now? Bill Gross, former Head of the world’s largest Bond Manager P

28 February 2017 -

Trump Expectations Too High?

Global markets were generally lower on Friday, although the US market made a late surge which saw the Dow Jones index experience its 11th straight day of gains (the longest since 1987). Wall Street is trading at record levels since the election of Donald

21 February 2017 -

Earnings in Focus

Last week was full of corporate earnings announcements across Australia & NZ, and there will be more of the same this week. As we have discussed in the past, during earnings season the focus of investors generally shifts away from economic issues with the