Quick update to election odds from earlier this week after the final leadership debate:
As the mainstream media are beginning to publish some bullish 'green shoot' news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early.
We have another special guest week in Matt Barrie. Matt is an award winning entrepreneur, technologist and lecturer, having won numerous awards including being named the inaugural BRW Entrepreneur of the Year in 2011. He is now the founder and CEO of listed company Freelancer.com, which is one of ...
Global equities finished the month with the best quarterly performance since 3Q 2010. Of more interest to our investors though: we have had a change of heart and made some significant portfolio changes. Our assessment is that "we are not in Kansas anymore" and, while we will return to the real ...
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: