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....
by Aurora-Partners | Feb 14, 2017 | News
We are well into February, past the Valentines Day hype around gifts and roses for those you love. Isn’t it time to start thinking of how to love yourself? How can you give yourself – and your loved ones – the best gift...
by Aurora-Partners | Feb 14, 2017 | News
Summary of key points The Trump rally in equities markets has faltered in recent weeks, but the longer term dynamic has stayed in place and has strengthened. Do not expect President Trump to become conventional, clear or consistent in his public utterances. This is a...
