SIRA Views

June 2, 2016  /  3:12 AM
Economic & Market Update 17th March 2016

NigelPresentation to Authorised Representatives of SIRA Group on the 17th March 2016 by Chief Investment Officer, Nigel Purchase:

 

February 12, 2016  /  12:39 AM
Market Turmoil

Market TurmoilAs you will all be aware, the share market has been declining for some weeks.   At the moment, the outlook remains clouded, but we are concerned that this decline may have further to go in the short term, especially in overseas share markets. In our judgement, it is better to be cashed up in these conditions, just as we were during the GFC.

December 30, 2015  /  9:36 PM
Market Outlook 2016

2016Most of our forecasts made this time last year have proved right, except one. As predicted, the A$ has fallen further, commodity prices and resource stocks have continued to decline, US interest rates have started rising, and world growth has continued. However, we also forecast a “moderate” rise in the share market.   Instead the All Ordinaries index has fallen about 5% over the year.

December 18, 2015  /  5:19 AM
The US Raises Interest Rates

interest-rate-riseThe US Federal Reserve Bank (the “Fed” – the US equivalent of the Reserve Bank of Australia) has raised interest rates by 0.25%. This is the first rise in US rates since 2006.

So why has the Fed raised interest rates and what does that mean for investment markets?

The US fed funds rate (their version of Australia’s cash rate) has been close to zero since the GFC,

December 7, 2015  /  6:15 AM
Economic & Market Update 26th November 2015

NigelPresentation to Authorised Representatives of SIRA Group on the 26th November 2015 by Chief Investment Officer, Nigel Purchase:

 

November 16, 2015  /  8:03 AM
World Growth Starting to Pick-Up, But …

GrowthAll sorts of indicators suggest that world growth is picking up. In the US, Q1 weather-related weakness has reversed; in Europe, stimulus via QE (Quantitative Easing) and a zero cash rate has finally kick-started growth; in India growth is picking up; leading indicators we watch point towards global recovery.

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