Webinars
A stark divide has opened up between Australia and the rest of the world. Productivity [...]
Performance
In November, global markets boomed on the back of the Trump election, continuing into December [...]
Articles
Leith van Onselen Tuesday 17 December 2024 Treasurer Jim Chalmers says the federal government undertook [...]
Leith van Onselen Monday 16 December 2024 Last week, ABC’s Ian Verrender published an article on the “productivity [...]
Leith van Onselen Friday 13 December 2024 Financial markets have fully priced in dual interest rate cuts [...]
What’s our medium to long-term outlook on Australian banks? We are not positive on Australian [...]
April saw a bounce back in share markets after one of the worst months ever [...]
Chant West finally released its returns for superannuation funds for last month. Our growth fund smashed the [...]
One of our most frequent investor questions is around our government bond holdings and the [...]
There is sometimes confusion about the returns available on property in a self-managed super fund [...]
A lot of people think a model and a forecast are the same thing. They [...]
March was one of the worst months ever for stock markets. As discussed in our [...]
Most superannuation funds, and especially industry funds have significant balances in unlisted assets. Many are [...]
I don’t think investment performance fees help. Actually, I suspect performance fees probably do more [...]
Chant West returns released its returns for superannuation funds for last month and a preview [...]
One factor I have been watching closely is the spread of the coronavirus through summer [...]
Last week I published our monthly performance report. I addressed the question of when do [...]
For a few weeks in late January and early February, stock markets suspended belief. Pundits [...]
Last month we threw in the towel on share markets. This month share markets were [...]
Don’t be fooled by the dividend yields that you might see for the major Australian [...]
