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 [...]
Farmers of seasonal crops are at the whims of the weather. Despite the work and [...]
July added another month of good performance to the share and bond market rallies that [...]
Putting a portfolio together sometimes feels like catching waves: you position the portfolio for a [...]
The rip higher in bond prices meant that our asset allocation portfolios outperformed the median [...]
The Australian housing market is crazy. Plenty of pundits are calling for the bottom [...]
Independent Investment Research recently released a report into our Tactical Growth fund and rated our [...]
We are closing in on two years of running client money and we have hit [...]
The big movement for the April was the pullback in bond prices following a stellar [...]
My day job is a mix of quantitative and fundamental investment analysis. What that essentially [...]
Final look at election odds before the election: There have been some improvements for the [...]
Quick update to election odds from earlier this week after the final leadership debate: Both [...]
Global equities finished the month with the best quarterly performance since 3Q 2010. Of more [...]
There have been a number of commentators who have made the point that we have [...]
We have long been of the view that the Reserve Bank is misdiagnosing the economic [...]
From SuperRatings last week Lonsec has sustainable (AKA ethical or ESG) super funds charging high [...]
