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F Palmer & ME Palmer
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Investment & Economic Review April 2020

3 Apr 2020

Firstly, and most importantly, the wellbeing of all is foremost in our minds and we sincerely hope for a quick resolution to the awful crisis that is engulfing the world, and a reversion to normality without too much more hardship or suffering.

Stock markets are always the first and most obvious financial indicator when things go awry.   When uncertainty leads to pessimism, (and ultimately fear), market pricing dislocates, as it has in the last month.  This dislocation is amplified by the very mechanics of markets, where computer systems, short selling and algorithms drive volatility indiscriminately.  This period of significant volatility should be relatively short lived, but significant uncertainties remain, such that we expect further bouts of sharp price movements in the coming months.

Investment & Economic Review January 2020

14 Jan 2020

Stock markets displayed their unpredictability in 2019, striding surprisingly and steadily higher after shaking off the volatility of the prior year. Low interest rates and generally benevolent economic and profit conditions provided the catalyst.

Investment & Economic Review October 2019

17 Oct 2019

Occasionally, economic and market valuation conditions are supportive for bonds, shares and property simultaneously. This has been the case in 2019; circumstances being somewhat goldilocks like, neither too hot nor too cold.

Investment & Economic Review July 2019

9 Jul 2019

The turnaround in markets that began in January has continued for much of 2019 to date, such that share prices are generally now at or near historic highs. The strength of the rise, Australian shares are up about 20% in 2019 including dividends, is surprising, but so too was the abruptness of the market decline in the last quarter of 2018...

Investment & Economic Review April 2019

10 Apr 2019

The first quarter of 2019 was distinctly different, and much improved, from the final quarter of last year.  Stock markets which had slumped badly recovered just as quickly, erasing the losses of late-2018 within a few months.

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