Webinars
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 [...]
A side effect of Russia’s invasion of Ukraine has been the jump in oil and [...]
The western world has not engaged in war with Russia in a traditional sense yet, [...]
Not every investment has an equal distribution of upside and downside. Humans, as a rule, [...]
Chinese inflation indexes were weak again yesterday. Consumer price inflation has been weak for more [...]
Uncertainty increasing I have some pretty clear ideas about which trends are sustainable and which [...]
2021 began with optimism. After Victoria beat off its virus second wave, Australia was effectively [...]
A client asked us to look at a recent Bridgewater post titled It’s Mostly a Demand [...]
Broadly speaking, investing in either direct international shares or in international Exchange Traded Funds (ETFs) [...]
Investors seem to be looking at the same data and drawing vastly different conclusions. It’s [...]
Evergrande is not a rogue operator. Evergrande is merely the largest and most indebted property [...]
I’ve got a few quick thoughts on Victorian vaccine targets because I would love to [...]
The Evergrande saga is intensifying daily. The firm’s equity is all but gone. Its debt [...]
I had a fascinating space investment conversation (podcast) today with Dr Andrew Barton, an engineer [...]
Last week I dealt with the less controversial changes to the Shiller P/E. You probably [...]
For many value investors, the Shiller Price/Earnings ratio is the holy grail. There are a [...]
