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 [...]
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%. [...]
I have a confession. I don’t know much about the inner workings of combustion engines. Starting combustion [...]
I have a working theory that overall betting odds on elections are affected by what [...]
The global economy is in a delicate state. Nearly every major economy is facing some [...]
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There has been a lot of talk lately about electric vehicles and their impact on [...]
A side effect of Russia’s invasion of Ukraine has been the jump in oil and [...]
Not every investment has an equal distribution of upside and downside. Humans, as a rule, [...]
Chinese inflation indexes were weak again yesterday. Consumer price inflation has been weak for more [...]
December saw a strong performance from all of our tactical portfolios. Our Growth portfolio rose [...]
Uncertainty increasing I have some pretty clear ideas about which trends are sustainable and which [...]
November saw a strong performance from all of our tactical portfolios, our growth portfolio rose [...]
A client asked us to look at a recent Bridgewater post titled It’s Mostly a Demand [...]
