This week's LIVE webinar (12:30pm AEST, Thursday 18 April) - we look at recent numbers out of China, it's subsequent investment implications and how we are adjusting portfolios to take advantage.
There have been a number of commentators who have made the point that we have inflation in things we need (housing, utilities, fruit&veg, hospital services) and disinflation in things that we want (ice cream, TVs, cars, washing machines etc):
We have another special guest week in Denise Brailey, who is President of the Banking and Finance Consumers Support Association. (BFCSA) BFCSA investigates fraud involving lenders, spruikers and financial planners worldwide. For the past two decades, Ms Brailey, President of BFCSA (Inc), has been a ...
This week's webinar (12:30pm AEST, Thursday 04 April) - we explore what life is left in the Australian Government Bond trade. Join Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at: - What happens when the safety trade isn’t ...
We have long been of the view that the Reserve Bank is misdiagnosing the economic environment and interest rates are not going up any time soon. Over the past few months, interest rate markets have joined our pessimism and bond yields have fallen - netting a tidy profit on longer-dated bond ...
From SuperRatings last week Lonsec has sustainable (AKA ethical or ESG) super funds charging high fees and underperforming:
We have another special guest week in Damien Boey, who is Credit Suisse’s head of Australian economics and equity strategy. He has worked for the firm for 13 years, and prior to his career at Credit Suisse, worked for 4 years at the Reserve Bank of Australia.
From Bloomberg:
Chant West has the latest performance stats:
Stock markets continued to rally in February to recover most of the losses from late 2018, at the same time Australian government bonds have continued to price a slowing Australian economy which led to a strong performance from all of our portfolios. International +5.3%, Tactical Growth +3.4% and ...
We have another special guest week in Aleks Vickovich, who is currently digital editor at the refreshed Sky News Business channel, which is called Your Money
We have another special guest week in Philip Soos is an independent economist and PhD candidate investigating bank crime and mortgage control fraud. Philips Twitter Feed here. In todays interview we discuss some of the finer details from the Royal Commission into Misconduct in the Banking, ...
We understand that many of our investors are concerned by the ongoing pullback in Australian house prices, and are now worried about this having an impact on their stock portfolios.
The Wall Street Journal was out yesterday with a comment expressing optimism on 2020 earnings forecasts that is wrong:
