18
Jul

2016-17 saw strong returns for diversified investors – here are five reasons why returns are likely to be solid in 2017-18

2016-17 saw strong returns for diversified investors - here are five reasons why returns are likely to be solid in 2017-18 The past financial year turned out far better for investors than had been feared a year ago. This was despite a lengthy list of things to worry about: starting with the Brexit vote and a messy…
14
Jun

The Australian economy hits another rough patch – implications for investors

The Australian economy hits another rough patch - implications for investors Growth slows again Despite numerous forecasts for an “unavoidable” recession following the end of the mining boom early this decade, the Australian economy has continued to defy the doomsters and keep growing. However, recently it seems to have hit a bit of a rough patch. After…
08
Mar

The Eurozone – will they or won’t they break up? And what are the implications for investors?

The Eurozone - will they or won't they break up? And what are the implications for investors? The long running soap opera around whether the Eurozone will break up is now into its eighth year! In 2015 all the focus was on the latest Greek tantrum and last year the big fear was that the populist/nationalist Brexit…
15
Mar

The Australian housing market – what are the key issues

The Australian housing market - what are the key issues The cooling in the Sydney and Melbourne property markets evident in late 2015 in response to macro prudential tightening deployed by APRA has proved ephemeral. Price gains have reaccelerated and auction clearance rates & lending to property investors have rebounded. Over the last five years Sydney dwelling…
22
Mar

The $US200 trillion global debt mountain – how big a threat is it really and what are the implications for investors

The $US200 trillion global debt mountain - how big a threat is it really and what are the implications for investors “It’s not what you own that gets you into trouble, but what you owe.”   Excessive debt tends to be at the centre of most scare stories regarding the investment outlook – whether they relate to…
29
Mar

A further 21 great investment quotes

A further 21 great investment quotes The basics of successful investing are timeless and some investors (often the best) have a knack of encapsulating these into a sentence or two that brings them to life in a way that’s easy to understand. Over the last few years I have written two insights on investment quotes I find…
02
Mar

The Australian economy and profits – seven reasons to be upbeat

The Australian economy and profits - seven reasons to be upbeat For the last few years we have heard constant predictions of a recession in Australia as the mining boom turned to bust and a housing bust was seen to follow. Some even went so far as to say that an imminent recession was “unavoidable”. Those fears…
16
Feb

The Chinese economy stabilises and iron ore surges – where to now and what it means for investors

The Chinese economy stabilises and iron ore surges – where to now and what it means for investors A year ago there was a long global worry list and high on that list was China. A nearly 50% collapse in Chinese shares, uncertainty about the Renminbi, slowing Chinese growth, fears of a massive oversupply of residential property…