Articles

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26 May, 2017
Many people worry about their retirement fund, mostly they are concerned they won’t have enough money to retire on comfortably. In some cases they even worry they will have too much and the tax man ... more
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23 May, 2017
POLITICALLY INCORRECT After a 9-month period in which equity markets have stretched their legs into a “perfect calm” of rebounding global growth, last week saw a mid-week stagger as a 1-2 political punch combo threatened ... more
AMA Celebrates 23 Years in business
22 May, 2017
Today marks an extraordinary 23 years of Austen Morris Associates being in business! Since 1994, we have been committed to the core values of trust, professionalism and partnership to the benefit of our International Clients ... more
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16 May, 2017
DECOUPLING Whilst emerging markets pushed higher last week, the US struggled to do much of anything and Europe gave back some recent gains. We reiterate our call for a passing of the growth baton away ... more
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10 May, 2017
On Wednesday, May 10th, Austen Morris Associates held a private client dinner at Kartel, one of Shanghai’s finest French restaurants and wine bars. In total, twenty-five specially invited guests—new and old—attended the event, including longtime ... more
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9 May, 2017
OUT OF SYNC? Europe, the sick man of global markets, is on a tear with stronger data, reduced political risk and some of the best performing equity indices in the world. Meanwhile, this week commodity ... more
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3 May, 2017
There is currently strong momentum behind global growth. However, the “balance of power” is shifting from North America to the rest of the world. For example, economic surprise indices, measuring incoming data against expectations, are ... more
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25 April, 2017
On Friday GDP data for the US in Q1 will be released. We expect this to show a “passing of the baton”, as US growth moderates (to around 1% annualised) but Europe and Emerging Markets ... more
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19 April, 2017
After battles with the courts and with Senate, it’s started to look like President Trump will struggle to generate any real change domestically. Last week suggests that the US President might switch his attention to ... more
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13 April, 2017
Having a financial plan is the most important step you can take towards achieving a financially independent future for yourself and your loved ones. While this may seem very obvious, we are constantly amazed at ... more
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11 April, 2017
In a President Trump world, equity markets apparently don’t do big moves; realised volatility on the S&P 500 has come in below 7% since the 8th November election. Therefore, despite equities sitting only 1.7% below ... more
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4 April, 2017
MIND THE GAP We’ve been talking for a while about a growing divergence between impressive “soft” economic data (surveys estimating sentiment) and more sluggish “hard” releases quantifying activity, particularly in the US. As examples, NIFB ... more