by Aurora-Partners | Jul 26, 2017 | News
Summary of key points Over the last few weeks, equity market valuations deteriorated slightly in the USA, Australia and Europe as bond yields increased while long-term earnings per share growth estimates were maintained or reduced only slightly .In spite of the...
by Aurora-Partners | Jun 26, 2017 | News
Summary of key points The main drivers of returns are equity market returns. In turn the main drivers of returns on equities are low bond yields (even though these will have a tendency to rise) and reasonably solid earnings growth. Over the latest month, equity...
by Aurora-Partners | May 29, 2017 | News
Summary of key points Equity market valuations have improved in the USA, Australia and Europe as bond yields declined and long term earnings per share growth improved. China is taking steps to carefully rein in its credit growth without triggering too sharp a...
by Aurora-Partners | Apr 11, 2017 | News
Summary of key points There has been some sound and fury in the financial markets but it has signified nothing much. The Trump administration was rolled by its own party, failing to get its healthcare change through Congress. Equity markets wobbled at the thought that...
by Aurora-Partners | Mar 14, 2017 | News
Summary of key points There has been little real change in financial market conditions over the last month. It is still appropriate to hold a neutral or benchmark allocation to Australian and International equities and an underweight to Property and Fixed Interest....
