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Edwin Starr’s classic 1969 anti-war song, War, asks: “War: What is it good for?” and responds emphatically “absolutely nothing.” It’s hard to argue with the sentiment. But it turns out Starr was not completely correct. You see, despite the terrifying carnage and destruction, war can often...
Key Points: The RBA will end quantitative easing this month. While it now sees unemployment falling below 4% and higher inflation it is prepared to be “patient” for now. We expect rate hikes to commence in August. Ultimately, we see the cash rate rising to...
Key Points: Share markets have fallen in recent weeks on the back of worries about inflation, monetary tightening, the Omicron disruption and the rising risk of a Russian invasion of Ukraine. It's too early to say markets have bottomed. Key things for investors to bear...
Key Points: Inflation is placing increasing pressure on major central banks to remove monetary stimulus. Inflation & rising interest rates will likely contribute to more volatile & constrained investment returns this year. The long-term downtrend in inflation and interest rates since the early 1980s is...
Key Points: 2021 saw strong investment returns with low volatility. 2022 is likely to see more constrained returns with increased volatility. Watch: coronavirus and vaccines; inflation; the US midterm elections; China issues; Russian tensions with Ukraine and the west; & the Australian election. To read the...
Key Points: After a 22% rise in Australian home prices this year, they are expected to slow to 5% growth in 2022 with prices likely to fall 5-10% in 2023. The main drivers behind the slowdown are: worsening affordability; rising supply; rising rates; macro prudential...
Key Points: Likely key longer-term implications flowing from the coronavirus pandemic are: bigger government; increased money supply and excess saving; increased geopolitical tensions; reduced globalisation; a faster embrace of technology; a greater focus on lifestyle; and a potential post-pandemic boom. The biggest risk is of...
Key Points: Compound interest is an investor’s best friend. The higher the return, the greater the investment contribution and the longer the period the more it works. To make the most of it, ensure an adequate exposure to growth assets, contribute early and often to...
Compared to the first half of the year, the heat certainly came out of the market in the September quarter. Though global share markets managed to achieve positive returns overall, there was a notable softening from the double-digit levels we saw up until June; and...
Key Points: The march of central banks towards removing monetary stimulus is continuing with the RBA bringing forward its guidance regarding the first rate hike and the Fed set to commence tapering. We expect both to start raising rates later next year. The shift towards...
