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 [...]
There are so many issues coming out of the Royal Commission into banking that its [...]
David Harrington from IAG channels Upton Sinclair: “It is difficult to get a man to [...]
There have been changes proposed by the Labor party to imputation credits. We have put [...]
I have blogged a number of times about self-driving cars being the key to working [...]
The last few weeks have confirmed our view that most of the cash from Trump [...]
Labour has proposed a number of changes to franking credits paid on dividends. The proposal [...]
Our pitch to investors has been that by investing in a mix of quality and value [...]
The main concern that I have with profit growth driven by tax cuts is that [...]
There is a battle going on in the financial press for the hearts and wallets [...]
I had a few questions about how the numbers from Reneweconomy earlier this week showing [...]
Given the events of the last week, it feels like performance for January is largely [...]
In June 2007, two relatively obscure Bear Stearns mortgage funds closed. With the benefit of [...]
With markets in free fall over the past two days, the question for investors is [...]
Some Coalition in-fighting on electric cars and a new electric “Black Cab” in London caught [...]
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling [...]
