01
Nov

The US election and investment markets, including implications for Australia

The US election and investment markets, including implications for Australia Perhaps the best that can be said of the US election is that it will soon be over. While polls had been moving in favour of a Clinton victory, the FBI's announcement that it is examining new emails in relation to her use of a private email…
26
Oct

54.2 million worries – five ways to help manage the noise and turn down the worry list

54.2 million worries - five ways to help manage the noise asnd turn down the worry list We are going through one of those periods where it seems there is a long list of things for investors to worry about: the US election; the Fed; ever present fears about a break of the Eurozone; and China.
02
Jun

The bond rally, secular stagnation & now Iraq

The bond rally, secular stagnation & now Iraq A big surprise this year has been the renewed rally in government bonds – both globally and in Australia.
04
Mar

The Australian economy still in the doldrums

The Australian economy still in the doldrums Through 2013-14 it seemed the Australian economy was starting to transition away from a reliance on mining investment to more broad based growth. Unfortunately this transition has wavered a bit recently and growth has remained below trend.
13
Oct

The Australian housing market – surging unit supply, the economy and what it all means for investors

The Australian housing market – surging unit supply, the economy and what it all means for investors Housing matters a lot in Australia. Having a house on a quarter acre block is part of the "Aussie dream". Housing is a popular investment destination. And the housing cycle is a key component of the economic cycle and closely…
05
Jul

Australia’s messy 2016 election

Australia’s messy 2016 election This note takes a look at the implications of Australia’s Federal election. The Australian Federal election has delivered a messy result suggesting an even more difficult Senate for the Coalition if it is able to form government and the risk of return to minority government.
20
Jul

The investment outlook – it’s not all that bad! Here are nine reasons why

The investment outlook – it’s not all that bad! Here are nine reasons why The past few weeks have been messy with Brexit, the Australian election, another terrorist attack in France and an attempted coup in Turkey. In fact, the last 12 months have been – starting with the latest Greek tantrum and China share market plunge…
27
Jul

Megatrends impacting investment markets

Megatrends impacting investment markets Recent developments – including the rise of populism, developments in the South China Sea and around commodity prices along with relentless technological innovation – have relevance for longer term trends likely to affect investors.