Economic insights

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

Dixon Advisory

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

How the outcome of the US election could affect the global economy

Lyle Meaney, Managing Director, Wealth Advice

As the new leader of the free world, what does a Republican Donald Trump or Democratic Hillary Clinton presidency mean for the global economy? The...Read more

Reporting season reveals mixed results for Australia’s economy

Lyle Meaney, Managing Director, Wealth Advice

The 2016 financial year reporting season was mixed for Australian listed companies. While 123 of the 139 reporting companies produced a profit for the year...Read more

Europe after Brexit and why Italy is on our watch list

Patrick Broughton, Investment Committee Chairman

As the European Union (EU) plans for a UK departure following the Brexit vote in June, the region’s underlying economic and political woes are still...Read more

Indian summer – capitalising on emerging market consumption

Dixon Advisory

Already a force to reckon with, emerging markets are commanding more economic and political power as they grow and flourish thanks to rising trade and...Read more

The 2016 financial year in review

Lyle Meaney, Managing Director, Wealth Advice

The 2016 financial year (FY16) was a challenge, largely due to negative macroeconomic and geopolitical factors and spiking volatility at levels not seen...Read more

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