As an Investment Committee, we continue to hold several concerns about the Australian economy; namely lack of wage growth, the high level of household...Read more
2019 has seen a relatively positive start for investors, particularly after the turmoil in global markets at the end of last year. However, two recent...Read more
This year is likely to see more changes to the super and tax environment after the federal election, in addition to the last round of changes made in 2017....Read more
October was a volatile month in financial markets. US bond rates rose sharply, while world equity markets swung wildly and closed down sharply on the month...Read more
There is a lot going on in global markets right now. Geopolitical tensions from trade wars and Brexit to the re-imposition of an embargo on Iran; and the...Read more
Rising US rates and tightening US dollar liquidity are causing stress in some emerging markets. This has been the main impetus behind a recent outflow of...Read more
Rising US interest rates, as a result of better economic conditions and an uptick in inflation, are causing concern, chiefly for valuations in stocks...Read more
Collective global growth is generally in positive territory but with some interesting nuances. In our view, the recent economic data indicates that the...Read more
As Australians, we have a pervasive exposure to the US dollar in our daily lives. This comes about through a variety of mechanisms, chiefly because many of...Read more
As the first quarter of 2018 draws to a close, we’ve witnessed increased global market volatility after the relative calm of recent months. This...Read more
