My day job is a mix of quantitative and fundamental investment analysis. What that essentially means is that I spend my time looking for situations where the numbers don't match the narrative - and I can't help but notice that in the Australian Federal election result the narrative and the numbers ...

Final look at election odds before the election:

Quick update to election odds from earlier this week after the final leadership debate:

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 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:

From Bloomberg:

Chant West has the latest performance stats:

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.