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Dec 11, 20247 min read
Down Under & Out
There has been a lot of negativity about the Australian economy in the media in recent years. Our once miracle economy which had avoided...
Nov 19, 20247 min read
Nothing Could Possibly Go Wrong
Around the end of each year, we like to dust off the Magic 8 Ball and write about what the next year may hold. All said and done, 2024...
Oct 16, 20246 min read
Signs of Life in China
After a few years of disappointing returns, China’s equity market exploded back into life last month following the announcement of a raft...
Sep 17, 20247 min read
The Greatest Show on Earth
Do elections really matter in major economies? Voters normally choose between a centre left and a centre right party, often with a policy...
Mar 26, 20245 min read
Unfurling the Sails (a little)
The outlook for the US economy continues to be more positive than most expected given better than forecast growth and cooling inflation....
Feb 19, 20246 min read
Uncertainty in China Continues
In this month’s Insight, we look at what 2024 holds for China's economy. Will the fiscal stimulus gain traction? Will deeply discounted...
Oct 30, 20235 min read
Are Bonds Broken?
In this month’s Market Insight, we take another look at bonds. Will the bloodbath continue? Or, as with equities in late 2002 or early...
Sep 15, 20237 min read
Australia's Rate Surprise
In this month’s Market Insight, we look under the hood of the Australian economy to see the winners and losers from what has been the...
Aug 22, 20237 min read
Navigating A Soft Landing
In this months Market Insight, we discuss why investor expectations for a recession in 2023 has changed since last year and how likely...
Jul 4, 20236 min read
Waiting For Stimulus
In this month’s Market Insight, we review the outlook for China’s economy and what that means for relative equity market performance....
Jun 1, 20235 min read
Will Big Tech Save the Day?
In this month’s Market Insight, we go under the hood to see what has been driving performance in markets so far this year and whether...
May 12, 20237 min read
Is the RBA Really That Bad?
In this month’s Market Insight, we review how much of the criticism is justified by looking at the RBA’s performance relative to its...
Mar 26, 20237 min read
Rise of the Machines
In this month’s Market Insight, we review recent developments in generative artificial intelligence and the potential impact on global...
Jan 26, 20239 min read
Market Insight | Reading the 2023 Tea Leaves
Financial markets were severely challenged during 2022 as central banks moved decisively to control inflation not seen since the 1980’s....
Dec 14, 20217 min read
Constructing effective investment portfolios in a low interest rate world
Constructing an effective investment portfolio that will perform through the investment cycle is a challenging task at the best of times....
Sep 3, 20214 min read
Understanding the different types of Superannuation Funds
With total superannuation assets valued at over $3.3 trillion at the end of the June 2021 quarter, for most Australians their super is...
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