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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 [...]
In October, global markets continued to add to their performance, aided now by a falling [...]
In September global markets continued to add to their performance so far this year, however [...]
In August global markets added to their strong performance so far this year, however the [...]
In June, the AI stocks continued to lead the charge, pushing stock markets higher. For [...]
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
The stock market is convinced, maybe rightly, that the US central bank will bail them [...]
February was a strong month for all of our portfolios. Markets continue to rally and [...]
January saw another big rise in international stocks. Expectations of a soft landing have become [...]
December saw equities take off into a Santa rally, although the rising Australian dollar tempered [...]
November saw a sharp rebound in both bonds and equities. Expectations of a soft landing [...]
October is known as a month of heightened volatility, and this year it didn’t disappoint. [...]
September, historically a bearish month, once again proved true to form as all indexes were [...]
August proved to be a volatile month with the S&P 500 and Nasdaq-100 Indices posting [...]
During the year to July, our Core Australian and Core International equity portfolios outperformed their [...]
