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Charter Hall Group (ASX:CHC) delivered one of the surprises of earnings season last week, once again exhibiting the importance of quality when it comes to investments in property.

Company reporting season is in its final stretch with roughly two-thirds of the ASX 200 having reported and another +40 companies still to go.

The ASX 200 (ASX:XJO) overcame a weak lead from overseas markets to finish 0.3% higher, behind another rally in Wesfarmers Ltd (ASX:WES), up 1.5%.

Given the global outlook is clearly one of a high degree of risk, it is surprising that all forms of risk assets seem to continually defy all the negative outlooks. Traditional asset allocations have been heavily tied to equity market growth and the continual decline in risk free interest rates over the past 30 years….

Finally, some positive action at AMP AMP Ltd (ASX:AMP): Management at AMP finally bowed to public pressure with Chairman David Murray, Director John Fraser and recently appointed CEO of AMP Capital Boe Pahari all stepping down over the weekend. Importantly, Debra Hazelton who is also a board member of the Treasury Corporation of Victoria will…

Market flat for the week, positive lead from the US, manufacturing recovering The ASX 200 finished 0.2% lower for the week, down just 0.1% on Friday, despite a strong US lead. Suncorp Group Ltd (ASX:SUN) was the highlight, beating expectations despite reporting a 33% fall in profit and finishing up 11% for the day. Over…

Currencies are the closest cousin to this age cohort in investment markets.

GAM Investments As has become the norm in these unique circumstances, GAM Investments, the Swiss-based 170bn asset manager will be running it’s Asia Conference virtually this year. GAM have always stood out as industry leading managers with a particular specialty in alternative and absolute return strategies, including their Systematic and Alternative Risk Premia options. The…

The ASX 200 (ASX:XJO) hit a three week high to start the week, adding 1.8% as slowing Victorian Coronavirus case numbers boost confidence.

Positives all round, JobKeeper extended, RBA bearish The ASX 200 (ASX:XJO) finished the week 1.3% higher after gaining 0.6% on Friday. Materials (4.4%) and Energy (4.9%) were the standouts as commodity prices remained in a sweet spot of surging demand but supply chains struggling under COVID-19 restrictions. The Federal Government extended its JobKeeper program to…

The ASX 200 (XJO:ASX) finished another 0.7% higher with BHP Group Ltd (ASX:BHP) contributing close to 40% of the gain alone, after rallying another 4.9% as iron ore prices hit USD$114 per tonne.

The ASX 200 (XJO:ASX) finished down another 0.7% on Wednesday, pushed lower by healthcare (-1.7%), industrials (-1.5%) and consumer staples (-1.2%).