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Key Points: Higher bond yields are normal in economic recovery and should not be a major problem for shares if they are matched by rising earnings. But too rapid a rise in bond yields risks driving a deeper correction in shares. Central banks want higher...
Key Points: Expect average Australian home prices to rise 5-10% this year and next as ultra-low interest rates and economic recovery feed through. However, the outlook is divergent – with houses expected to outperform units and smaller cities and regional property expected to play catch...
Key Points: Shares are at risk of a short-term correction or consolidation, but investment markets should provide solid returns this year on the back of continuing economic recovery and low interest rates. Seven key global charts worth keeping an eye on by investors this year...
Key Points: US protests are only an issue for investment markets if they significantly impact economic activity. Global and Australian recovery will boost bond yields and there is good reason to believe that (after yet another false ending) the now nearly 40-year super cycle decline...
Key Points: 2020 turned out far better for investors than was feared. 2021 is expected to provide solid returns & see a further rotation from pandemic winners to cyclical investments. Watch: coronavirus and vaccines; US politics; China tensions; inflation; & the hit to immigration in...
Key Points: 2020 was dominated by the coronavirus pandemic but shares saw okay returns on the back of policy stimulus and vaccine optimism – resulting in constrained but positive returns for balanced growth super funds. For 2021, the combination of massive policy stimulus and the...
Key Points: Modern Monetary Theory reminds us that monetary financing of government spending need not be inflationary if there is spare capacity in the economy. But it suffers from a number of problems: it implies there is always some sort of free lunch; it underestimates...
Key Points: Australia continues to perform better in “controlling” coronavirus, it has a stronger economic support policy response, its major trading partners in Asia are in better shape, the drag from the mining bust is over and it should benefit from a cyclical global recovery...
Key Points: The US election has been close and final counting as well as legal challenges could still upset the result, but the now highly likely outcome is a Biden Presidency. While there is a possibility that the Democrats could win control of the Senate via...
Key Points: The RBA has cut the cash rate to a record low 0.1% & announced a broad-based quantitative easing program. While the economic boost is likely to be small compared to that provided by the recent Budget, the further reduction in borrowing costs will...
