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  • G10 Equities' Total Return

    (%)

    equities table
  • Australian Equities' Total Return

    (1990 = 100)

    equities AUDindex
  • Australian Equities' Total Return

    (% year-on-year)

    equities AUDpercent

 

Please click below for our latest research that touches on Australian equities. 

  

  • Investing

    catImgInvesting
    Policy may ease further before rising demand and inflation change the outlook. Bond yields should rise from low levels, but by less than elsewhere. AUD looks low based on the terms of trade and rate differentials. download »
  • Markets

    catImgMarkets
    AUD is a little above its real mean. Futures price in a high chance of one further 25bp rate cut by Sep 2020. Bond yields are close to lows; spreads are steady but very low. Equities have underperformed. download »
  • Financial Forecasts

    catImgForcasts
    NOK, SEK, JPY and AUD are lower than is likey to be sustained. As inflation rises and is sustained, central banks will switch to tightening policy, despite modest growth. As this moves into view, a major re-pricing of bonds will take place. download »