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A stark divide has opened up between Australia and the rest of the world. Productivity [...]
Performance
In November, global markets boomed on the back of the Trump election, continuing into December [...]
Articles
Leith van Onselen Tuesday 17 December 2024 Treasurer Jim Chalmers says the federal government undertook [...]
Leith van Onselen Monday 16 December 2024 Last week, ABC’s Ian Verrender published an article on the “productivity [...]
Leith van Onselen Friday 13 December 2024 Financial markets have fully priced in dual interest rate cuts [...]
We understand that many of our investors are concerned by the ongoing pullback in Australian [...]
The Wall Street Journal was out yesterday with a comment expressing optimism on 2020 earnings [...]
Modern Monetary Theory or MMT seems to be being discussed everywhere lately, and a number [...]
Quick shout out to AQR (a large US quantitative manager) who have a post out [...]
For years, the RBA has argued that an economic recovery is “just around the corner” [...]
Elizabeth Knight has a look today at impact investing and millennials: Whether or not you subscribe [...]
Another unfortunate stockbroker collapse announcement in Halifax Investment Management leaving thousands of clients with over [...]
Via UBS: …Labor’s proposed franking ‘scale-back’ also makes the near-term return of excess franking credits [...]
Environmental, social and governance investing, also known as ESG is a common way for investors [...]
Only when the tide goes out do you discover who has been swimming naked. Warren [...]
EIA put out a timely reminder of the big picture for US oil. There has never [...]
The Oxford Institute for Energy Studies has an in-depth piece out on the cost of LNG [...]
Fifteen months ago we started investing money for clients with a vision to bridge the [...]
Quantitative and statistical models are extremely useful in investing. But they are guides, not gospel. [...]
The Wall Street Journal suggests that they may have: I’m not seeing it yet in [...]
