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 [...]
Fairfax has been running a series of articles (see here and here) on the collapse [...]
From the AFR: The owners of Australia’s $117 billion listed real estate sector are expecting the [...]
A frequent focus point for the media is whether a company “beat” its earnings [...]
Via The Australian: Industry super fund Hostplus is taking a contrarian view on the market [...]
Correlation doesn’t equal causation. But sometimes it does. I would like to know whether the [...]
Vested interests are everywhere, chipping away at the moral fibre of politicians, tilting taxes in [...]
I belatedly found this slide deck from a GMO presentation from earlier in the year [...]
Good breakdown by Credit Suisse (via the Wall Street Journal) on where the US earnings [...]
The shoe is on the other foot for a change with a Chinese company (recently [...]
June continued to see positive returns across our portfolios, our Australian fund was up 2.3%, [...]
May continued to see positive returns across our portfolios, our Australian fund was up 2% [...]
April saw markets bounce back from a poor March, and our portfolios saw healthy gains [...]
Financial planning has long had two major problems, and the intersection of the two problems [...]
Yesterday’s Royal Commission had all the elements for some great headlines: a celebrity taken down, a $500,000 stuff [...]
March was a shocker for the ASX with the ASX200 down over 4%. Investors in [...]
