AXA Australia - Mark Dutton's Point of View
By Mark Dutton
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Podcast Description
AXA Australia - Mark Dutton's Point of View
| Name | Description | Released | Price | ||
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1 |
CleanGreece is going to come back into the spotlight | For more back ground information as to what’s happening with Greece, you can read my previous posts: Greece – The fire is out, but there are still problems (May 2010) Greece – A short-term disruption? (February 2010) Otherwise, for a current analysis please read on. An uphill battle continues Just over a year ago, European [...] | 24 5 11 | Free | View In iTunes |
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2 |
CleanUS economy getting back on track | Back to 2007 The US economy has finally returned to the same size as before the GFC struck. The fact that it has taken three years for the US economy to return to pre-recession levels highlights how deep the recession was. History shows that once a recovery starts, it usually takes around 9 months for [...] | 8 2 11 | Free | View In iTunes |
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3 |
CleanPodcast recording – Perspectives on diversified multi manager portfolios. | Sharemarkets fell in 2010, but our diversified multi manager portfolios produced good positive returns. In this short recording, ipac’s Chief Investment Officer Jeff Rogers and I discuss some of the reasons for this positive outcome. | 3 2 11 | Free | View In iTunes |
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4 |
CleanCurrency wars – what this means for investors | A currency war begins Currencies are unusual ‘assets’. They don’t have a value on their own, only a rate at which one can be exchanged for another. This means that a currency can only really fall in value relative to another currency. They can’t both fall at the same time. So what happens when two [...] | 15 1 11 | Free | View In iTunes |
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5 |
CleanAn unconventional plan: What the Fed’s actions mean for the markets | An unconventional plan After weeks of speculation, the US Federal Reserve officially announced its ‘new’ asset purchasing program, which is being referred to as quantitative easing 2 (QE2). Put more simply, this policy measure is often referred to as ‘printing money’, as the Federal Reserve deliberately increases the money supply to stimulate the economy. This [...] | 10 11 10 | Free | View In iTunes |
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6 |
CleanUS deflation, Australia inflation – the balancing act | Deflation – cheaper isn’t always better After decades of fighting the inflation beast, the US Federal Reserve is now attempting to give it a prod. The right balance is critical to the next stage of the US recovery, which depends on increases in consumer spending and improvements to the currently high unemployment rate. An environment [...] | 25 10 10 | Free | View In iTunes |
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7 |
CleanWhen fear comes to town | Risk is in the driving seat – for now In recent times, the weather in the financial markets has been extreme. Interpreting markets in these conditions can be very misleading. The explanation will not be found in the ‘fundamentals’. Investor risk aversion is driving market performance. Figure 1 illustrates a composite of indicators of investors’ [...] | 16 9 10 | Free | View In iTunes |
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8 |
CleanA hung parliament not necessarily a hung market | For the first time since 1940, Australia has a hung parliament. In this Point of View AXA’s Chief Investment Officer Mark Dutton points out that this is not necessarily negative and looks at the implications for investment markets. In brief: • A hung parliament is not necessarily a negative outcome even though it is currently generating much uncertainty. Minorities can form a stable government. • The Australian dollar is susceptible to an environment of additional uncertainty because it is at the high end of its valuation range. • In contrast the Australian sharemarket is at the low end of its valuation range, but is unlikely to make much headway until there is more clarity as to how the situation will play out. | 8 8 10 | Free | View In iTunes |
| Total: 8 Episodes |
