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- Australia
- Act – don’t react
- China
- How much does Australia rely on China?
- Currency
- Currency wars – what this means for investors
- What does the rising $A mean for investment markets?
- De-leveraging
- Act – don’t react
- De-leveraging has set in
- Deflation / inflation
- An unconventional plan: What the Fed’s actions mean for the markets
- US deflation, Australia inflation – the balancing act
- Inflation and deflation tug of war – what this means for investors
- Federal budget
- Federal Budget 2011
- Government debt
- No instant solutions for Europe
- Back in intensive care: global economy raises concerns
- Putting the current market turmoil into perspective
- Sovereign debt defaults: Not an unusual occurrence
- Greece is going to come back into the spotlight
- Greece – The fire is out, but there are still problems
- Greece – A short-term disruption?
- Investing in a world of government debt
- Market rallies and set backs
- ‘Breaking news’ – a risky basis for investment decisions
- Putting the current market turmoil into perspective
- When fear comes to town
- A hung parliament not necessarily a hung market
- Market recovery – where to next?
- Opportunities and threats in distortions
- Natural disasters
- An earthquake, tsunami and nuclear crisis
- Oil markets
- Middle East, North Africa tensions concern markets
- RBA interest rate decisions
- What do changes in the RBA cash rate really mean for investors
- Risk aversion
- Act – don’t react
- The 'new normal'
- The ‘new normal’ – what does it mean?
- US
- US economy getting back on track
- US companies deliver surprisingly strong profit growth
- Year in review
- 2010 – The year that was – The year that wasn’t
Related
Investing in a world of government debt
Governments around the world are driving recovery with aggressive economic policies, creating both opportunities and threats for investment markets. For this Point of View, AXA’s National Development Manager – Investments Carmel McKenzie asked me some of the key questions raised by advisers. Carmel: In your view, are the looming government debt levels problematic? Mark: Policy makers around [...]