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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 [...]
The US debt ceiling is a recurring distraction. I expect this time to be the [...]
In financial jargon, data types range between soft and hard. Soft data consists of surveys [...]
During April, our equity portfolios significantly outperformed their benchmarks, bolstered by our defensive and underweight [...]
Did effective mortgage interest rates stop rising six months ago? There is a pretty [...]
This page contains each chart from the latest property market update. See residential real estate [...]
Today I want to talk about what the other side of the downturn will look [...]
During March, all of our portfolios outperformed their benchmarks, bolstered by our defensive and underweight [...]
This is a repost of an article that we wrote for Morningstar Firstlinks. There is [...]
It feels like stock markets are standing at the top of a very slippery slope. [...]
US inflation came in around expectations. More than a few data points in this report [...]
February was a mixed month. The ASX fell in price, down around 3%. Bonds were [...]
Stock markets are oscillating between hope and resignation. The hopeful side has two different, quite [...]
Stock markets continued their on/off mode in January. This time it was on. The ASX [...]
US inflation came in higher than expectations. Now, month-to-month inflation numbers can be volatile. But [...]
Stock markets continued their on/off mode in December. This time it was off. Australian stocks [...]
