Webinars
This week we also scoot around the world at sector and country valuations. Where looks [...]
Articles
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
It’s amazing how two economists can see the macroeconomy so differently. Judo Bank chief economist [...]
Stock markets boomed again in November. Australian stocks were up 7%, International stocks also boomed, [...]
Stock markets boomed in October after being smashed in September. International stocks were up 7%, [...]
Over the weekend, China issued a sweeping directive to rescue its property sector. This was [...]
US inflation came in lower than expected overnight. Markets roared higher. It was a little [...]
Both Wood Mackenzie and S&P have released separate reports claiming a massive copper shortage. After [...]
In tightening cycles, central banks typically raise rates until something breaks. We have had a [...]
US inflation came in hot overnight. It is worth noting that while there are some [...]
Stock markets were smashed in September. The US market fell over 9%, but closer to [...]
August was a tale of two halves. Global markets rallied for the first half of [...]
After crashing lower in June, stock markets staged a comeback in July. The ASX rose [...]
At a headline level, Australian dividend yields look good. They paid out 4.5% last year, [...]
There are two things that matter in terms of choosing a weight to Australian stocks [...]
June was the month that what we have been saying since the start of the [...]
Central banks worldwide, particularly in the US, have promised to tighten financial conditions. What this [...]
Bonds have just been through one of the worst four-month periods ever, down around 10%. [...]