Articles

Australian Federal Election Odds
Quick update to election odds from earlier this week after the final leadership debate: Both major parties improved odds in
I have a working theory that overall betting odds on elections are affected by what people wish would happen as
Australian Inflation by Category
There have been a number of commentators who have made the point that we have inflation in things we need
Long term bond yields
We have long been of the view that the Reserve Bank is misdiagnosing the economic environment and interest rates are
Ethical fund returns
From SuperRatings last week Lonsec has sustainable (AKA ethical or ESG) super funds charging high fees and underperforming: the median
listed vs unlisted property chart
From Bloomberg: Australia's best-performing superannuation fund is going against the grain by avoiding cash and bonds, betting the 30-year investment