There is a decent argument that stock markets have condensed an entire three-year cycle into three months. While there are other factors at play, robotic trading is accelerating both the speed and magnitude of stock market movements. I'm not expecting robots to go away, and how investors look at ...

Stock markets have disconnected from fundamentals (and reality). The economic fundamentals are almost as bad as they have ever been. Stock market valuations are as expensive as they have ever been. But that hasn't concerned markets for the past six weeks and, to be frank, it doesn't look like ...

Stock markets have dislocated from fundamentals. The economic fundamentals are almost as bad as they have ever been. Stock market valuations are almost as expensive as they have ever been. But that hasn't concerned markets for the past six weeks and, to be frank, it doesn't look like concerning ...

For so long now society's loved ones have been dying in custody from systemic racism, dying at home because of domestic violence, suffering abuse and discrimination as they live their daily lives because of their nationality, gender, race or sexual orientation.

Will the Australian Property Market Crash or Climb? Financial markets have disconnected from economics over the last few weeks, and so we dive into Martin's mortgage stress indicators to get a real-time view on what is really happening on the ground. We’ll then look at what this means for the ...

Over the past few months we have looked several times at debt crises and how they are likely to be resolved. We had Dr Hail on to talk about MMT, we featured Ray Dalio's solutions to debt crises and this week we hear the third option: Austrian economics. Jonathan Rochford will take to the podcast ...

With the COVID-19 lockdown in full swing and unemployment rising, many commentators including Nucleus Wealth are tipping that Australian house prices will fall over the coming year. Today we were joined by Dr Cameron Murray, who takes the opposing view and believes that Australian housing values ...

There are three main factors we look at when putting together an investment portfolio in the age of COVID-19. Which sectors/types of companies to own, how many shares and what kind of defensive assets to hold based on the answer to the first two questions.

What's our medium to long-term outlook on Australian banks?

April saw a bounce back in share markets after one of the worst months ever for stock markets. Our portfolios continue to be positioned for further downside and so only took a limited part in the bounce. Over the last year, our Tactical Growth fund is beating the Chant West median high growth ...