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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 [...]
I wanted to follow up on Jeremy Grantham’s comments from yesterday and run through some [...]
The International Monetary Fund (IMF) put out a white paper Friday titled “Credit Booms—Is China [...]
Richard Bookstaber recently put out an interesting post on sectors that he thought had problems [...]
A few companies have come out recently talking about the effect of Trump tax cuts [...]
One of our core investment themes is that international stocks are the best asset class [...]
Ethical investing is frankly confusing. There are plenty of good products, but also a number [...]
We have a number of Automobile and Auto Component stocks in our portfolio and September [...]
During September the mix of the falling Australian dollar and increasing international equities saw all [...]
Bloomberg ran a report last week on electric cars that turned into a longer read than [...]
Apologies for the lateness of this report, we are still getting reporting systems ironed out [...]
There was another entry into the academic statistical war that makes up the debate between [...]
Global reporting season was pretty decent at a headline level – there are lots of [...]
The new look US Department of Energy released a big report last week on the [...]
Investing can be a volatile ride, the last few days have reminded us. The last [...]
