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INVESTMENT INSIGHTS

Tariff tension intensifies risk of sharper slowdown

28 June 2019

INVESTMENT

ANZ’s chief investment office is investing more defensively as trade wars increase risk of recession and it becomes clearer a near-term truce is unlikely.

 

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Trade war threatens stabilisation of global growth

24 May 2019

INVESTMENT

It appears that the global economic slowdown has hit its base and we’re in a U-shaped recovery now. But a trade war could wreak havoc on this.

 

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Gradual economic recovery looks more likely

17 April 2019

INVESTMENT

There are signs that slowing economic growth could be at its nadir, and slow but steady progress upward could be the path forward.

 

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Low inflation fuels long market rally

26 March 2019

INVESTMENT

The sharemarket rally is now 10 years old, ANZ’s chief investment office outlines what it needs to keep going or tip into a down cycle.

 

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ANZ global market outlook 2019: a challenging year

19 February 2019

INVESTMENT

ANZ's chief investment office outlines the global outlook for 2019 as the global economy slows and the sharemarket is viewed with increasing caution.

 

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Stronger growth is key to sustain rally

18 February 2019

INVESTMENT

ANZ’s chief investment office outlines why we’re experiencing a sharemarket rally, the risks that investors are facing, and its own asset-class positions.

 

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Clean tech trends to take notice of

18 February 2019

INVESTMENT

Clean-energy demand is now rapidly increasing, creating investment opportunities.

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Are we about to see a wave of Atlassians?

15 February 2019

INVESTMENT

When it comes to investing in start-ups, the rewards match the risks. Angel investors need to be smart and really know what they’re getting into.

 

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Is the current correction temporary?

18 January 2019

INVESTMENT

The sharemarket correction intensified in December as growth and earnings continued to be revised lower across most markets.

 

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Despite rising risks, gradual slowdown most likely

13 December 2018

INVESTMENT

Weakness in the global economy is becoming clearer and weighing on sharemarkets: so will the gradual decline become something more dangerous?
 

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Global correction returns markets to ‘fair value’

23 November 2018

INVESTMENT

The global sharemarket correction has erased returns across most classes in 2018. And a number of powerful factors continue to weigh on performance.
 

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Don’t get defensive over sharemarket pullback

19 October 2018

INVESTMENT

Volatility struck the sharemarket in October, but fears of a major fall are unfounded, explains ANZ’s chief investment office.

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One year until recession risks dominate

19 October 2018

INVESTMENT

In 12 months we’ll be hearing the word “slowdown” much more frequently in commentary on market, says ANZ’s chief investment office.

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Global slowdown sets scene for defensive action

24 September 2018

INVESTMENT

Mark Rider explains why it is important to balance supportive near-term signals against the headwinds which he expects to strengthen through 2019. 

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What happens when China dials back debt?

28 August 2018

INVESTMENT

China’s huge build up of debt after the global financial crisis was the locomotive that drove global growth. We explore what happens when China dials back.

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US rate hikes set tone for global slowdown

22 August 2018

INVESTMENT

ANZ Chief Investment Officer, Mark Rider, explains why we may already be past the peak of global growth.

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China re-emerges as risk to world economy

25 July 2018

INVESTMENT

Australia’s economic strength, while pleasing, is shadowed by the faster-than-expected slowdown in China and rising rates in the US.

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The curve that tells us when recession will hit

28 June 2018

INVESTMENT

The yield curve is seen by many to be the most reliable predictor of the economic outlook, and right now it says recession is on the way.

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Gradual or sharp slowdown? Inflation will decide

18 June 2018

INVESTMENT

Split, fixed or variable? How you manage interest rates depends on the assets you invest in.

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Sydney, Melbourne among top cities for luxury real estate

13 June 2018

INVESTMENT

It’s a positive story for the luxury residential property market, with powerful growth in value across Australasia, Europe and other regions.

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Weaker sharemarket returns signal what's ahead

17 May 2018

INVESTMENT

More subdued sharemarket returns this year are broadly in line with our expectation that good times would fade.

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Tech, tariff shocks could signal investment cycle end

April 2018

INVESTMENT

ANZ Chief Investment Officer, Mark Rider, looks at the impact of technology and economic tariffs on ANZ investment strategy in our monthly April House View.

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Reality of rate rises hit home

March 2018

INVESTMENT

Mark Rider, ANZ CIO, explains clearly emerging risks to the world’s growing economy as policies take effect. March 2018 House View.

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Responsible investing is now mainstream

March 2018

INVESTMENT

Results are clear: you don’t need to sacrifice your ethics for financial returns. Every $1 in $2 dollars professionally invested in Australia is in some form an ethical strategy.

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Bitcoin explainer: what you need to know

February 2018

INVESTMENT

Cryptocurrency bitcoin has exploded in value: but can it be trusted? Mark Rider explains what’s going on.

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Will the investment cycle end soon?

January 2018

INVESTMENT

House View, January 2018. The strong investment growth of 2017 is unlikely to be repeated, explains chief investment officer Mark Rider.

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ANZ Global Market Outlook 2018

January 2018

INVESTMENT

In this, our annual look at the global market, investors take note: the double-digit sharemarket returns of 2017 will moderate this year, explains Mark Rider.

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Understanding the dramatic sharemarket fall

January 2018

INVESTMENT

Mark Rider explains the volatile week in global sharemarkets when more than $55 billion was wiped off the ASX at one point.

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The rich rewards of gemstone investing

October 2017

INVESTMENT

Dwindling supply and rising demand is intensifying the value of precious stones, writes Ben Hurley.

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In Economic Change, ANZ Private Adapts

September 2017

INVESTMENT

ANZ Private has reviewed its whole investment business. Jason Murphy explains how and why.

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Why and how to diversify your investments

August 2017

INVESTMENT

Investment diversification is the golden rule of managing risk, which is more real today than ever, writes Alan Hartstein.

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What’s right (and wrong) in our start-up scene

March 2017

INVESTMENT

Australia’s start-up culture is progressing, but critical needs remain, reports Nigel Bowen.

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How ANZ takes advantage of market opportunities

August 2016

INVESTMENT

Whether we’re adding value or being protective: tactical asset allocation is a daily consideration. Mark Rider explains ANZ chief investment office’s tactics to maximise short-term opportunities.

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Risk and reward: how ANZ invests

June 2016

INVESTMENT

We focus on the long-term but take full advantage of the short term. Here’s how ANZ Wealth’s chief investment office manages the bank’s investment portfolios.

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The challenge of a concentrated portfolio

May 2016

INVESTMENT

A share portfolio based on one company is common, but dangerous. An emotional connection to your shares could be your biggest risk.

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Do not go too cash heavy in risky times

March 2016

INVESTMENT

Even when safety is a priority, diversification remains key to good results. Here’s how ANZ’s Chief Investment Office balances risk and return amid a highly volatile market.

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Significant Investor’s pathway to residency

December 2015

INVESTMENT

Australia’s significant investor visa program has attracted more than a thousand applicants, mostly from mainland China, who want a faster road to Australian citizenship.

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Your investment determines your rate strategy

October 2015

INVESTMENT

Split, fixed or variable? How you manage interest rates depends on the assets you invest in.

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ANZ Private Bankers are representatives of Australia and New Zealand Banking Group Limited ABN 11 005 357 522 (ANZ), the holder of Australian Financial Services Licence number 234527. This document ("document") is distributed to you by ANZ and may not be reproduced, distributed or published by any recipient for any purpose.

The information provided is general in nature only and does not take into account your personal objectives, financial situation or needs. Please consider its appropriateness to you before making any investment decisions. It should not be relied upon as a substitute for professional advice. For any product referred to above, ANZ recommends that you read any relevant offer document or product disclosure statement and consider if the product is appropriate for you. For products issued by ANZ, these documents are available at www.anz.com. This document is current as at the date of this publication but is subject to change. The document is provided and issued by ANZ unless another author is specified in the document, in which case it is provided and issued by that author. The views expressed are those of the authors only and do not necessarily reflect the opinions or views of ANZ, its employees or directors. Whilst care has been taken in preparing this document, ANZ and its related entities do not warrant or represent that the document is accurate or complete. To the extent permitted by law, ANZ and its related entities do not accept any responsibility or liability from the use of the information. Past performance is not indicative of future performance and any case study shown is for illustrative purposes only. Neither are a prediction of the actual outcome which will be achieved. Some of this information may have tax implications. We recommend that you seek specialist tax advice on how it may impact your tax obligations, liabilities or entitlements.