The stock market tends to be driven by narrative. For much of last year, the narrative was that bad news was good news. Bad economic news meant bond yields fell and inflation expectations cratered. However, it also meant more central bank intervention. Growth stocks boomed. In a time of no growth, ...

Over the last few months, there has been an increase in analysts calling a commodity super-cycle. I disagree. Many commodity prices are at super-cycle levels. It is the volumes that are not in a super-cycle.

There are plenty of inflationistas who have been forecasting an apocalypse for a dozen years. They are about to have their day in the sun. And you can bet they will be appearing in financial media to proclaim vindication.

While rising inflation expectations were a minor feature in January, in February markets reflected higher inflation expectations and we expect this to continue in 2021.

Seeking financial advice can be a daunting endeavour. With more than 80% of Australians without financial advice, and 45% of the adult population calculated to be financially illiterate, there is proof that work needs to be done to help more people get help with their personal finances. This ...

There has been a lot written about the Gamestop saga in the last week. I want to discuss the medium-term market impacts rather than moralising about who is right and wrong. While I doubt it marks the top of the current market, there are some concerning signs.

How do you know you need advice? Seeking advice can be a challenging endeavour for most people. It is not so much that advice is hard to find, but more so that the abundance of information out there offers so much but under it may lie hidden intentions but more on this later. Here are some typical ...