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Perspective

Your regular update from our Head of Investment Market Research keeping you informed about the markets and investing.

2014 editions:

 February 2014 - '2014 - What sort of recovery should investors expect?'

 January 2014 - The US Economy in 2014 - The Death of Yield?

2013 editions:

 December 2013 - The US Economy in 2014 - Out of Intensive Care

 November 2013- Record Share Prices Amid Record Stimulus - Should Investors Worry?

 October 2013 - Housing - Rising Prices, But Little Growth Support

September 2013 - Is Asia the weakest link?

 August 2013 - Australia and the great complacency

 July 2013 - The year of the central banker?

June 2013 - Will rising yields sink all assets?

May 2013 - Cape Fear

April 2013 - Are further RBA rate cuts just a matter of time?

March 2013 - Cyprus - What does it mean for Global Deposit holders?

February 2013 - Don't mention the War

January 2013 - The King is Dying, Where is the New King?

2012 editions:

November 2012 - Will 2013 be a repeat of 2012?

October 2012 - How much policy ammunition does the RBA truly have?

September 2012 - A problem with diversification

August 2012 - How safe are the perceived 'Safe Havens'?

July 2012 - Is the resource boom over?

June 2012 - Two simple questions for investors

May 2012 - Europe – who should leave and how can they do it?

March 2012 - Government bonds - the 30-year bull run is over

February 2012 - Can an improving US offset the problems in Europe?

January 2012 - Has Europe's 'wall of liquidity' contained the problem?

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