Economic insights

Have investment markets become complacent to uncertainties in this new era of politics?

Lyle Meaney, Managing Director, Family Wealth Management

Global share markets surged following Donald Trump’s election to President of the United States last November, however, many investors may now be...Read more

What’s new in the residential property market debate?

Patrick Broughton, Investment Committee Chairman

The debate surrounding residential property prices rages again – is there a ‘bubble’ or not and is the Reserve Bank of Australia (RBA) at...Read more

Why China's economic transition should continue to foster growth

James Brown, Portfolio Manager, Walsh & Company

China is a unique economy, given both its scale and the fact that it is effectively centrally controlled by the Chinese Communist Party (CCP) and Central...Read more

Will 2017 be the year that global central banks raise interest rates?

Patrick Broughton, Investment Committee Chairman

Growth and inflation data from the major markets are showing signs of life. This is translating into a wave of commentary on, and a degree of uncertainty...Read more

Investment considerations for Australians in the new Trump era

Patrick Broughton, Investment Committee Chairman

Last month’s inauguration of the 45th President of the United States has the world talking. There has been and will be countless column inches about...Read more

What are the global investment implications of the Trump presidency?

Alex MacLachlan, Chief Executive Officer, Walsh & Company

As the world awaits the global implications of this new world of politics, it’s prudent to examine what moves Donald Trump may make as US President...Read more

Discover the forces driving the rise in global bond yields

Patrick Broughton, Investment Committee Chairman

Global bond yields rose significantly in November, reportedly as a result of an improving global growth outlook leading to inflation, and a broad multi-...Read more

The impact of developed market inflation on investment portfolios

Patrick Broughton, Investment Committee Chairman

Global bond yields are on the rise from their lows earlier in the year, putting pressure on equity valuations. One reported driver has been a broad increase...Read more

Is the US presidential election result Brexit plus?

Patrick Broughton, Investment Committee Chairman

The theme of political disaffection influencing world politics now has another telling data point; so what does the election of Donald Trump to the White...Read more

Why frontier markets are providing a new opportunity for investment diversification

James Brown, Portfolio Manager, Walsh & Company

With some emerging market economies currently experiencing slower rates of growth, alternative investment opportunities can be found in frontier market...Read more

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