By Portfolio Advisory Service | 16 Sep 2021 | Market Insights, Market Outlook
The recent equity market selloff amid Chinese regulatory changes and concern over slowing GDP growth has created opportunities in Hong Kong equities. The Hang Seng Index has slipped over 5% year-to-date. But domestic Hong Kong stocks did not suffer to the same extent... 
By Portfolio Advisory Service | 13 Aug 2021 | Market Insights, Market Outlook
The Australian dollar has depreciated to around USD0.73 from its peak of around USD0.80 earlier this year. That comes after an almighty rally from below USD0.56 in March during the worst of the pandemic. Here is a bitesize version which gives a brief overview of the... 
By Portfolio Advisory Service | 13 Aug 2021 | Market Insights, Market Outlook
The Australian dollar has depreciated to around USD0.73 from its peak of around USD0.80 earlier this year. That comes after an almighty rally from below USD0.56 in March during the worst of the pandemic (Figure 1). Figure 1: The AUD has weakened recently following the... By Portfolio Advisory Service | 19 Jul 2021 | Market Insights, Market Outlook
Low sovereign bond yields, at this stage in the economic cycle, are bad. If they continue to fall, it will represent a negative outcome for the economy. Importantly, lower rates in the near-term could constrain the equity bull market. We expect yields will begin to... 
By Portfolio Advisory Service | 19 Jul 2021 | Market Insights, Market Outlook
Low sovereign bond yields, at this stage in the economic cycle, are bad. If they continue to fall, it will represent a negative outcome for the economy. Importantly, lower rates in the near-term could constrain the equity bull market. We expect yields will begin to... By Portfolio Advisory Service | 23 Jun 2021 | Market Insights, Market Outlook
There are growing signs that inflation is rising. Headline inflation in the US and Australia is on the rise. Wage pressures are beginning to emerge. The price of a range of goods and services have increased compared with a year earlier. Partly that reflects very weak...
