Market Insights
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Advance Quarterly Update, January 2012
Posted: 25 Jan 2012
Patrick Farrell, CIO / Head of Advance Asset Management Solutions, talks about changes in global markets over the last quarter, how this has impacted investors in Australia and the key global risks the team is monitoring.
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Taking steps towards economic growth
Posted: 18 Jan 2011
We talk to Felix Stephen, Manager Strategy and Research at Advance, for his thoughts about the year that was and what we can expect in 2012.
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Who will win Euro-vision?
Posted: 19 Dec 2011
We talk to Felix Stephen, Manager Strategy and Research at Advance, for his thoughts on activity in Europe and other major economies, and the impact on markets.
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November 2011 market and fund report
Posted: 17 Nov 2011
Read the latest market and fund reports for the most up-to-date information on the Advance Multi-Blend Funds.
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PIIGS really can't fly
Posted: 16 Nov 2011
We talk to Felix Stephen, Manager Strategy and Research at Advance, for his thoughts on Europe and other major economies, and what investors need to be aware of.
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Understanding alternative strategies
Posted: 9 Nov 2011
Stuart Davies, Managing Director for Ramius, explains the range of strategies used in the Advance Alternative Strategies Multi-Blend Fund.
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Advance Quarterly Update, October 2011
Posted: 27 Oct 2011
Patrick Farrell, Head of Advance Investment Solutions, talks about changes in global markets over the last quarter, how this has impacted investors in Australia and the key global risks the team is monitoring.
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Taking action
Posted: 18 Oct 2011
We talk to Felix Stephen, Manager Strategy & Research at Advance, for his thoughts on thoughts on the month's events and the impact on domestic and global sharemarkets.
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Easier said than done
Posted: 22 Sep 2011
Against a backdrop of downbeat assessments of the US economy, heightened uncertainty and financial market instability due to US and European sovereign debt issues, policy leaders made an effort to boost consumer confidence.
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September 2011 market and fund report
Posted: 16 Sep 2011
Read the latest market and fund reports for the most up-to-date information on the Advance Multi-Blend Funds.
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Role of cash in a portfolio
Posted: 22 Aug 2011
Ron Mehmet, Portfolio Manager, Cash and Fixed Interest, Advance, discusses the role of cash within a portfolio.
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Opportunities in Asian markets
Posted: 22 Aug 2011
Mark Vrkic, Portfolio Manager, International Equities, Advance, discusses the opportunities in Asian markets.
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August 2011 market and fund report
Posted: 17 Aug 2011
Read the latest market and fund reports for the most up-to-date information on the Advance Multi-Blend Funds.
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Making sense of nonsense
Posted: 15 Aug 2011
We talk to Felix Stephen, Manager Strategy & Research at Advance, for his thoughts on why the escalating uncertainty around the impacts of continued political turmoil and natural disasters have created panic in markets.
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Patrick Farrell on the recent market volatility
Posted: 10 Aug 2011
Patrick Farrell, Head of Advance Investment Solutions, talks about the recent market volatility and the importance of maintaining a long-term view when it comes to investing.
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Advance Quarterly Update, August 2011
Posted: 4 Aug 2011
Patrick Farrell, Head of Advance Investment Solutions, talks about changes in global markets over the last quarter, how this has impacted investors in Australia and the key global risks the team is monitoring.
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The Advance investment process
Posted: 4 Aug 2011
Patrick Farrell, Head of Advance Investment Solutions, talks about the award-winning Advance investment process and the importance of managing risk effectively.
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Standard & Poor's downgrades US to AA+
Posted: 8 Aug 2011
Standard & Poor's has downgraded the US's AAA credit rating to AA+ for the first time ever, based on its judgment that the debt ceiling deal agreed last week by lawmakers fails to cut spending enough to reduce the US's record budget deficits.Download a summary of the latest developments and likely impact on markets.
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Market drops as fear grows about global economy
Posted: 5 Aug 2011
Global markets fell sharply on Thursday night in a knee-jerk reaction to fears over the prospects of worldwide growth deterioration. Download a summary of the latest developments and likely impact on markets.
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US debt ceiling saga
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Dancing the zorba
Posted: 18 Jul 2011
We talk to Felix Stephen, Manager Strategy & Research at Advance, for his thoughts on the sovereign debt crisis in Greece and on the latest global economic activity.
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Europe's sovereign debt crisis
Posted: 01 Jul 2011
Marcelle Murphy, Economist at Advance, reviews the causes of the crisis and assesses the likely implications for investment markets.
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June 2011 market and fund report
Posted: 17 Jun 2011
Read the latest market and fund reports for the most up-to-date information on the Advance Multi-Blend Funds.
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Global economies catch a chill
Posted: 16 Jun 2011
We talk to Felix Stephen, Manager Strategy & Research at Advance, for his thoughts on whether we should be concerned about another global recession.
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An "Alternative" approach
Posted: 30 May 2011
Chris Thompson, Portfolio Manager Alternative Assets, discusses the increasing importance of alternative strategies within an investor's portfolio and considers the benefits of the Advance multi-manager approach.
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Forecast for international fixed interest
Posted: 26 May 2011
Dr Thomas Higgins, the Global Macro Strategist for Standish, outlines his views on the forecast for the global bond market and opportunities provided by fixed interest assets.
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May 2011 market and fund report
Posted: 24 May 2011
Read the latest market and fund reports for the most up-to-date information on the Advance Multi-Blend Funds.
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Rising prices
Posted: 13 May 2011
Despite economies growing at a different pace, the last month has seen inflation concerns increasing across the world. We talk to Felix Stephen, Manager Strategy & Research at Advance, for his thoughts on the latest economic activity.
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Turning adversity into opportunity
Posted: 15 Apr 2011
Since the beginning of 2011, each month has brought news of natural disasters and of political and social unrest on a scale many of us have never experienced before. We asked Felix Stephen, Manager Investment Strategy & Research at Advance, for his thoughts on both the short and long-term impact of these events on the global economy and for investors around the world.
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Is Australian housing a good investment?
Posted: 13 Apr 2011
Marcelle Murphy, Economist at Advance, explores the key factors driving the Australian property market.
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The future looks bright-ish
Posted: 21 Mar 2011
Despite unrest in the Middle East and North Africa, in February most global leaders were positive about the outlook for their economies, yet monetary policy remained cautious. We talk to Felix Stephen, Manager Strategy & Research at Advance, for an understanding of recent economic activity and his thoughts on the reasons behind it.
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March 2011 market and fund report
Posted: 17 Mar 2011
Read the latest market and fund reports for the most up-to-date information on the Advance Multi-Blend Funds.
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February 2011 market and fund report
Posted: 17 Feb 2011
Read the latest market and fund reports for the most up-to-date information on the Advance Multi-Blend Funds.
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Weather and politics make a heady combination
Posted: 21 Feb 2011
January's been a difficult month, with severe weather conditions and heightened political tensions. We ask Felix Stephen, Manager Strategy & Research at Advance, for his thoughts on how this has impacted markets and the potential longer term effects.
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The role of fixed interest
Posted: 10 Feb 2011
Ron Mehmet, Portfolio Manager, Fixed Interest, Advance Investment Solutions, discusses the role of fixed interest within a diversified portfolio.
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Keeping up the momentum
Posted: 26 Jan 2011
As we start the new year, global leaders consider their fiscal policies in light of recent data releases. We talk to Felix Stephen, Manager Strategy & Research at Advance, for his thoughts.
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Is QE the key to US recovery?
Posted: 19 Jan 2011
Marcelle Murphy, Economist at Advance, explains how some central banks are using further quantitative easing to stimulate growth in the absence of solid signs of a sustained recovery.
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Getting to grips with fixed interest
Posted: 12 Jan 2011
Ron Mehmet, Portfolio Manager, Fixed Interest, Advance Investment Solutions, introduces fixed interest as an asset class.
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December 2010 market and fund report
Posted: 20 Dec 2010
Read the latest market and fund reports for the most up-to-date information on the Advance Multi-Blend Funds.
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Authorities take the reins
Posted: 16 Dec 2010
With the US, Japan, China and of course Europe still occupying the headlines, we ask Felix Stephen, Manager Strategy & Research at Advance, for his latest insights into what's driving global economic activity.
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Testing the waters
Posted: 13 Dec 2010
A shortage of water is a growing phenomenon and one which presents risks for companies to manage globally as well as opportunities for innovation. We talk to Adrian Trollor, Investment Sustainability Manager at Advance for a closer look at the issue of water scarcity and the implications of the recent Murray-Darling Basin Water Plan Guide.
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CBRE financial forecast
Posted: 7 Dec 2010
Steven Carroll, Senior Managing Director and Co-Chief Investment Officer, CBRE Global Real Estate Securities, discusses the opportunities provided by global property securities.
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Another day, another dollar
Posted: 26 Nov 2010
Leaders across the globe have adopted different approaches to bring their economies and their respective countries' balance sheets back on track. We ask Felix Stephen, Manager Strategy & Research at Advance, for an overview of these strategies and the reasons behind them.
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UK austerity measures
Posted: 12 Nov 2010
Andrew Dowie, Economist at Advance examines how implementation of expansionary fiscal stimuli coupled with simultaneous monetary easing initiatives by all G20 member nations almost certainly prevented the world economy from plunging into a major depression and enabled the current recovery.
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November 2010 market and fund report
Posted: 26 Nov 2010
Read the latest market and fund reports for the most up-to-date information on the Advance Multi-Blend Funds.
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Global financial forecast
Posted: 18 Nov 2010
With the global economy still emerging from the GFC, Michael Mullane, Managing Director, Tradewinds Global Investors discusses growth prospects within international financial markets.
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Has QE really set sail?
Posted: 25 Oct 2010
With economic pressures increasing across the globe, we take a look at what actions the authorities have taken this month to address this issue and ask Felix Stephen, Manager Strategy & Research at Advance, what options they may have in mind to support growth in their respective economies going forward.
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Food for more than thought
Posted: 28 Sep 2010
In the first of our new regular reports on sustainability and investments, Adrian Trollor, Investment Sustainability Manager at Advance, examines the issue of global food shortages, which is bringing farming and fertiliser companies into the sharemarket spotlight.
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Are we heading for a double dip?
Posted: 23 Sep 2010
The month of August provided markets with a mixed bag of growth indicators. We ask Felix Stephen, Manager, Strategy and Research at Advance, for his verdict on the markets and ask 'Are we heading for a double dip?'
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September 2010 market and fund report
Posted: 17 Sep 2010
Read the latest market and fund reports for the most up-to-date information on the Advance Multi-Blend Funds.
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To 'govern' means to 'rectify'
Posted: 23 Aug 2010
Global equities staged an impressive rebound in July, benefiting from a resurgence in risk appetite and successful policy actions being implemented by governments around the world. We speak to Felix Stephen, Manager Strategy & Research at Advance, about his thoughts on the latest global events.
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Why did no one see it coming?
Posted: 23 Aug 2010
We examine an emerging form of economic analysis and forecasting which takes its lead from the natural sciences. We focus specifically on ecological economics or what is sometimes referred to as behavioural economics to see how it can be applied to economics both for forecasting and for providing us with an explanation has about what's already occurred.
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August 2010 market and fund report
Posted: 17 Aug 2010
Read the latest market and fund reports for the most up-to-date information on the Advance Multi-Blend Funds.
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Time for action
Posted: 27 Jul 2010
During a tough month for local sharemarkets, authorities in key countries outlined changes to improve economic efficiency and assist the ongoing global economic recovery. Felix Stephen, Manager Strategy & Research at Advance, gives his insights into these latest events affecting the global economy.
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Market outlook
Posted: 23 Jul 2010
Felix Stephen, Manager Strategy & Research at Advance Investment Solutions, reviews recent economic events and looks ahead with his asset class outlook for 2010/11.
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A journey of a thousand miles...
Posted: 24 Jun 2010
The euro zone debt crisis boiled over in May, triggering a sharp rise in risk aversion across the world. Felix Stephen, Manager Strategy & Reserach at Advance Investment Solutions, gives his insights into these latest events affecting the global economy.
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CBRE financial forecast
Posted: 21 Jun 2010
Steven Carroll, Senior Managing Director and Co-Chief Investment Officer, CBRE Global Real Estate Securities, discusses the opportunities provided by global property securities.
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Roller coaster markets
Posted: 27 May 2010
Signs in March that institutions were once again selectively adding risk have proved short lived and macro factors ranging from the sovereign debt crisis in Europe, the Chinese tightening policy, the oil spill in the Gulf of Mexico and the erupting volcano in Europe combined to impact on market gains. Felix Stephen, Manager Strategy & Research at Advance Investment Solutions, gives his insights into events affecting the global economy.
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Making sense of market behaviour
Posted: 7 May 2010
Patrick Farrell, Head of Advance Investment Solutions, comments on last night's events that rocked investment markets.
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An appetite for change
Posted: 27 Apr 2010
European leaders have agreed a plan to help Greece tackle its debt problems while in the US, Congress has approved the proposed healthcare reform legislation. Felix Stephen, Manager Strategy & Research at Advance Investment Solutions, gives his insights into events affecting the global economy.
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Global financial forecast
Posted: 27 Apr 2010
With the global economy accelerating at different speeds, Michael Mullane, Managing Director, Tradewinds Global Investors discusses trends and risks across the international financial markets.
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Actively managing our Multi-Blend Funds
Posted: 15 Apr 2010
Patrick Farrell, Head of Advance Investment Solutions talks about recent changes made to the Advance Multi-Blend Funds as part of a strategic review and his outlook for 2010.
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Up, up and away
Posted: 18 Mar 2010
An interest rate increase hits Australia while the Greek government struggle with an unprecedented fiscal deficit.
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Global fixed income webcast
Posted: 15 Mar 2010
David Leduc, Director of Global Fixed Income Strategies & Senior Portfolio Manager at Standish, discusses how the global bond market is currently unfolding.
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Interesting Times Ahead
Posted: 26 Feb 2010
January has been a month of change and unexpected developments in the global financial markets.
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A new decade begins
Posted: 27 Jan 2010
With 2010 now upon us, we look at how the Australian economy and equities markets finished 2009.
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Not quite out of the woods
Posted: 5 Jan 2010
With 2009 having now drawn to a close, the Reserve Bank just snuck in with an interest rate rise, while the global equity markets rebound strongly.
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Felix Stephen, Manager Strategy & Research for Advance Investment Solutions on the Outlook for 2010.
Posted: 24 Dec 2009
Felix Stephen, Manager Strategy and Research, discusses his views for major asset classes in 2010 and beyond.
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An improving economy amid investor caution
Posted: 15 Dec 2009
Global equity markets fell in October in spite of an earnings season, which ran ahead of expectations as mixed economic signals unsettled confidence.
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A positive tone
Posted: 22 Oct 2009
By the end of the September quarter 2009, global economic recovery prospects were looking much brighter. News that Australia had managed to escape recession, and that China, Japan, Germany and France had emerged from recession, was well received.
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Is there's a bear in there?
Posted: 23 Sep 2009
Growth assets continued their rally in August, significantly outperforming defensive assets for a second straight month as investors' confidence was boosted by the steady stream of above-forecast economic and earnings news. But is this bear about to raise its head again?
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Patrick Farrell - a more positive outlook
Posted: 8 Jul 2009
Patrick Farrell, Head of Advance Investment Solutions, gives his views on how the Global Financial Crisis has impacted the economy and markets and the what opportunities are available to investors over the next 6 months.
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Advancement
Summer 2011
The bi-annual magazine for Advance investors focuses on market commentary and addresses current topics affecting the financial markets.
