With a strong start to 2019 for global markets, Kerry Craig - Global Market Strategist, JPMorgan Asset Management, and Jonathan Bayes - Chief Investment Officer, discuss whether this can continue, and what factors need to be taken into consideration for this to be the case.
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Australian Market Summary | 31 August 2020
Last week we reported on the continued stretching for equity market valuations, but most particularly those in the large-cap U.S technology space.
Australian Market Summary | 24 August 2020
Last week saw the two major equity indices, the S&P500 and NASDAQ reach all-time highs despite the continued absence of a renewed government support package for the near 20% of American workers impacted by COVID-19 through loss of employment or reduced ho
Australian Market Summary | 17 August 2020
Last week saw reporting season kick off in a meaningful way, with results from Commonwealth Bank (CBA), Telstra (TLS), Woodside (WPL), Challenger (CGF), SEEK (SEK) and Downer (DOW) amongst those of interest.
Australian Market Summary | 11 August 2020
And so we start the downward run towards the US Presidential Election, certainly the most significant catalyst for investment portfolios in the coming months.
Australian Market Summary | 3 August 2020
Last week’s market was dominated by the extraordinarily strong results from major technology companies Apple (AAPL) and Amazon (AMZN) in particular, but also to a lesser extent, Facebook (FB). AAPL and AMZN both eclipsed analyst forecasts for revenues in