The BT Financial Monthly Markets Chart for October 2009. An overview of movements in global financial markets. Prepared by BT Wrap for the adviser market. Includes review of global share markets as well as the Australian share market, dominant currencies, interest rates and both short and long term asset classes.
1. BT Monthly Markets Chart Pack – October 2009 An overview of movements in global financial markets
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3. …but continue to perform well over the long-term, despite some major market events Global shares measured by the MSCI World ex-Australia (net dividends) Index in A$. Source: BT Financial Group, MSCI Impact of major market events on global shares since 1987 Jan 91 Gulf War Feb 94 Bond Market Crash Aug 97 Asian Currency Crisis Jul 98 Russian Bond Crisis Jul 01 Tech Wreck Sep 01 Attack on Twin Towers Jun 07 US Sub-prime Crisis Nov 89 Fall of the Berlin Wall Mar 03 Troops enter Iraq
4. The Australian share market closed 2.1% lower in October Source: BT Financial Group, Premium Data S&P/ASX 200 Accumulation Index – year to 31 October 2009
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7. The Australian dollar versus the US dollar… Currency markets – A$ per US dollar Source: BT Financial Group. Figures at 31 October 2009
8. the Euro… Currency markets – A$ per Euro Source: BT Financial Group. Figures at 31 October 2009
9. and the Yen Currency markets – A$ per Yen Source: BT Financial Group. Figures at 31 October 2009
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11. Global share market returns Source: BT Financial Group 31 October 2009 1 year 3 years (pa) 5 years (pa) Global S&P 500 Index (US) 6.96% -9.06% -1.72% Nasdaq (US Tech.) 18.84% -4.75% 0.70% Nikkei 225 (Japan) 17.00% -15.10% -1.41% Hang Seng (Hong Kong) 55.73% 5.88% 10.75% DAX (Germany) 8.56% -4.76% 6.46% CAC (France) 3.46% -12.30% -0.54% FTSE 100 (UK) 15.24% -6.29% 1.76% Australia S&P/ASX 200 Accum. Ind. 21.39% -0.55% 8.85% S&P/ASX Small Ordinaries 39.65% -4.19% 5.97% S&P/ASX 300 Listed Prop. -6.11% -21.41% -6.79%
12. Short-term asset class performance Source: S&P/ASX 200 Accumulation Index, MSCI World ex-Australia (net dividends) Index in A$, S&P/ASX 300 Property Index, UBS Composite 0+ years index, Barclays Capital Global Aggregate Bond Index hedged to $A , UBS Bank Bill 0+ years 1-year rolling returns to 31 October 2009 (%) Best performing asset class for the year 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 Australian cash 3.83 7.80 6.61 5.90 5.71 5.54 4.88 4.67 5.61 6.07 4.94 5.14 5.98 7.68 7.87 5.05 Australian bonds 4.89 10.59 3.62 4.40 5.18 7.17 4.15 4.24 11.67 7.60 -0.61 9.65 13.23 14.56 16.60 -6.11 Australian property -6.11 -56.36 18.48 29.13 12.25 28.99 6.35 10.23 21.22 12.55 -0.27 19.19 17.16 14.33 8.87 0.24 Australian shares 21.39 -37.79 30.27 26.12 23.16 20.51 12.13 -2.81 3.31 19.11 13.99 10.17 9.69 17.51 6.99 -1.03 International bonds 13.42 5.10 5.43 5.48 6.49 9.23 7.26 7.76 12.83 6.68 1.29 10.69 10.62 11.48 17.82 -2.54 International shares -14.53 -17.66 -0.24 16.95 13.00 7.35 -3.48 -22.89 -23.79 24.42 22.15 30.76 31.83 11.54 6.87 -3.43
13. Short-term asset class performance (cont’d) Source: S&P/ASX 200 Accumulation Index, MSCI World ex-Australia (net dividends) Index in A$, S&P/ASX 300 Property Index, UBS Composite 0+ years index, Barclays Capital Global Aggregate Bond Index hedged to $A 1-year returns to 31 October 2009 (%) 31 October 2008 31 October 2009 Australian bonds Listed property Australian shares Global bonds Global shares
14. Long-term asset class performance Note: Accumulated returns based on $1,000 invested in December 1984 Source: S&P/ASX 300 Accumulation Index, MSCI World ex-Australia (net dividends) Index in A$, S&P/ASX 300 Property Index, UBS Composite 0+ years index, UBS Bank Bill 0+ years 31 October 2009 Australian bonds Listed property Australian shares Cash Global shares
15. Oil prices ended the month higher on the back of a weaker US$ and expectations of rising demand Source: BT Financial Group. West Texas Intermediate oil price at 31 October 2009 Oil prices – US$ per barrel