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.
05
Aug

Infrastructure investing in a world of low interest rates

Infrastructure investing in a world of low interest rates Infrastructure is seeing solid interest from investors. Not only does it offer relatively attractive yields and return potential, it’s also a good diversifier.
17
Aug

The constrained medium term return outlook

The constrained medium term return outlook While the high inflation of the 1970s and early 1980s was bad for investment returns at the time, it left a legacy of very high investment yields which helped set the scene for high investment returns through the 1980s and 1990s.