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Key Points:- There is no denying concerns about global debt, seemingly never ending QE, more debt trading on negative interest rates, inequality & geopolitical threats. However, some of these concerns are exaggerated and there are five reasons why I am not so fussed about the...
The world of investing can be confusing and scary at times. But fortunately, the basics of investing are timeless and some investors (often the best) have a knack of encapsulating these in a sentence or two that is insightful and easy to understand. In recent...
Key Points:- The collapse in interest rates has made it harder for many relying on interest on bank deposits for income. These five great charts help illuminate key aspects of investing for income (or cash flow): there are alternatives to bank deposits for income; the...
Key Points: Some have questioned whether Australia has really gone 28 years without recession because of three per capita recessions in the last 28 years. However, these per capita recessions were not comparable to the recessions of the early 1980s and 1990s in terms of...
Key Points: The ongoing slide in investment yields across major asset classes points to a more constrained mediumterm return outlook. For a diversified mix of assets, this has now fallen to around 5.6% pa on our projections. The key for investors is to have realistic...
Key Points: Oil prices have risen over the last few days reflecting drone attacks that impact 6% of world oil supply. The choke point for global growth from higher oil prices is normally a doubling in prices. We are a long way from that just...
Key Points: The Australian housing market remains far more complicated than optimists & doomsters portray it to be. Yes, it’s expensive and heavily indebted but talk of mortgage stress is overstated & it’s been undersupplied. The combination of rate cuts, the election and a modest...
Key Points: Australian growth is likely to remain weak over the next year. Expect further monetary & fiscal stimulus. However, while the risks have gone up, recession remains unlikely: tax cuts should help growth in the current half year; the threat from falling property prices...
Key Points: The RBA is likely to first exhaust conventional easing by cutting the cash rate to 0.5% by year end before deploying unconventional measures beyond forward guidance which is already being used. Unconventional monetary policy measures could help the economy, but negative interest rates...
Key Points: Worries above the US trade wars and global growth are continuing to cause volatility in investment markets. While the risks have increased, we remain of the view that recession is unlikely. Share markets may still fall further on trade war fears and this...
