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The return of a resilient US
Putting financial literacy to the test.
No intention to retire
Outlook for Japan in 2014
Understanding Profit Metrics: Gross, Operating and Net Profits
Articles archive
Quarter 1 January - March 2014
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Quarter 1 January - March 2009
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Quarter 3 July - September 2008
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Quarter 1 January - March 2008
Quarter 4 October - December 2007
Quarter 3 July - September 2007
Quarter 2 April - June 2007
Quarter 1 January - March 2007
Quarter 4 October - December 2006
Quarter 3 July - September 2006
Quarter 2 April - June 2006
Quarter 1 of 2008
Articles
Good times to return, date to be advised
Fed offers $US100 billion more to banks
Reality strikes.
Wash Sales
Investment Markets Data - To 29th February 2008.
Face the reality of super savings
Inflation tipped to stay above target.
Tax Changes under Labor
Investment Markets Data - To 31st January 2008.
Market Update.
How investors will be impacted by a Rudd Government
Stage two of the super revolution.
Investment Markets Data - To 31st December 2007.
Investment Markets Data - To 31st December 2007.
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Economic Indicators

Economic GrowthQuarterYear
Australian GDP1.0% (Sept 07)4.3% (to Sept 07)
U.S. GDP (annualised)4.8% (Sept 07)2.8% (to Sept 07)
Inflation
Australian CPI0.7% (Sept 07)1.9% (Sept 07)
U.S. CPI---4.3% (Nov 07)
Unemployment
Australian Unemployment Rate---4.5% (to Nov 07)
U.S. Unemployment Rate---5.0% (Dec 07)
Official Interest Ratesat 31st December 07at 30th November 07
RBA cash rate6.756.75
US Federal Funds Rate4.254.50
Bank of Japan0.500.50
European Central Bank4.004.00
Bank of England5.505.75
10 Year Bond Rates
Australian Interest Rates - 10 year bond yield6.336.00
U.S. Interest Rates - 10 year bond yield4.032.8
Exchange Rates
$A/$USD Exchange Rate0.8781 0.8844
$A/$EUR Exchange Rate0.60060.6025
$A/$GBP Exchange Rate0.44110.4301
$A/$JPY Exchange Rate98.091498.1021

INVESTMENT MARKETS DATA: 

Investment market performance to 31st December 2007

Asset class
Index

1 mth %

3 mths %

6 mths %

1 yr % pa

2 yr % pa

3 yr % pa

5 yr % pa

Australian cash

UBSA bank bill index

0.6

1.7

3.4

6.7

6.4

6.2

5.8

Australian fixed interest

UBSA composite bond index

-0.2

0.3

1.7

3.5

3.3

4.1

4.5

International fixed interest

Lehman global aggregate (hedged)

0.3

2.6

5.6

6.6

5.5

5.9

6.6

Australian property

S&P/ASX 300 property trust accum index

-6.6

-13.0

-8.5

-8.4

10.8

11.5

14.8

International property

UBS global investors index ($A hedged)

-1.4

-12.2

-13.0

-16.3

7.5

N/a

N/a

Australian share

S&P/ASX 300 accum index

-2.6

-2.7

2.9

16.2

20.3

21.0

21.1

International share (unhedged)

MSCI world ex Australia ($A unhedged)

-0.5

-1.6

-3.7

-2.6

4.2

8.3

6.7

International share (hedged)

MSCI world ex Australia ($A hedged)

-0.6

-2.8

-2.9

6.0

11.6

13.9

17.0

International smaller companies

S&P / Citigroup World <US$1.5bn cap ($A unhedged net div)

-1.0

-5.4

-11.0

-8.2

N/a

N/a

N/a

Global emerging markets

MSCI EM in $A (div reinvested)

1.1

4.4

14.6

25.1

24.1

30.1

25.4

 

Important information

The information contained in this publication is current at the date of issue and may change over time. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. In preparing this information we did not take into account the investment objectives, financial situation or particular needs of any particular person. Before making an investment decision you need to consider (with or without the assistance of an adviser) whether this information is appropriate to your needs, objectives and circumstances.

 

 



20th-January-2008

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