Market commentary

Financial Year Review The financial year 2020 will be one discussed in textbooks for decades. The year started with heighten risks around trade wars between the US and China, but markets breathed a sigh of relieve and pushed on to…

Global markets tumbled over the quarter triggered by the COVID19 pandemic. The outbreak has resulted in the fastest ever Australian stock market crash in history, with the ASX200 index falling near 40% in four weeks from its peak on the 20th of February.

The ASX200 index closed 4 points lower at 6,684 in a relatively settled quarter. The Reserve Bank of Australia (RBA) cut the official interest rates in October to 0.75% pa. The Chief Economists at the major banks are predicting another…

Market Commentary – September 2019 The ASX200 index closed 1% higher at 6,688 in a volatile quarter.   The Reserve Bank of Australia (RBA) cut the official interest rate for a third time in recent months. Official interest rates are…

The ASX200 index continued its rally a further 7% over the June quarter closing at 6,619. The sharemarket is now approaching the all-time high set back in October 2007. The Australian Liberal Party won the May federal election which according…

The ASX200 index bounced back 9% over the March quarter closing at 6,181. The sharemarket has largely recouped falls from the December quarter on news the US-China trade wars have been paused. Though the economic and political landscape remains largely unchanged with the Brexit deadline extended and China’s growth slowing. The Australian sharemarket ran higher ignoring the background of International and domestic concerns. Locally the main concern continues to be the fall in Australian property values such that The Reserve Bank of Australia (RBA) is now predicted to cut interest at least once before January 2020. The Australian economy remains resilient with low unemployment and inflation although growth has moderated in recent months.

The ASX200 index recorded a negative 9% this quarter closing at 5,646. This was the largest quarterly fall since September 2011. The DOW suffered the largest single month fall in December since 1931. The falls have derived from International events including trade war tremors, slowing growth in China and ongoing machinations of Brexit in Europe.

[vc_row][vc_column][vc_column_text]Market Commentary – December 2018 The ASX200 index recorded a negative 9% this quarter closing at 5,646. The falls have derived from International events including trade war tremors, slowing growth in China and ongoing machinations of Brexit in Europe. Notwithstanding…

[vc_row][vc_column][vc_column_text]The ASX200 index closed flat for the quarter up 0.2% in the to close 6,207. Australia’s economic outlook continues to improve with growth expected to be above trend estimates for the prior 12 months. The housing market continues a gradual…

The managed funds that make up the Limberg Asset Management Investment strategies have performed well over 3 month, 1 year and 3 year times.

[vc_row][vc_column][vc_column_text]The ASX200 index rose 7.6% in a strong quarter to close at 6,195. Australia’s economic outlook continues to improve with growth expected to continue on-trend this year. The housing market cycle has peaked with both Sydney and Melbourne prices easing…

[vc_row][vc_column][vc_column_text]The ASX200 index fell 5.0% in a volatile quarter to close at 5,752. Australia’s economic outlook continues to improve with growth expected to continue on-trend this year. Though the housing market cycle appears to have peaked with both Sydney and…