There has been significant media rhetoric surrounding the weakness in Australian inflation, and with it, some confusion as to the impact of inflation on...Read more
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
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 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
This month’s release of Australian gross domestic product (GDP) and underlying economic data has been broadly presented by media commentators as...Read more
