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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 [...]
During the year to June, our Core Australian equity portfolio significantly outperformed the benchmark, ranking [...]
During May, our Australian equity portfolio significantly outperformed the benchmark, bolstered again by our defensive [...]
During April, our equity portfolios significantly outperformed their benchmarks, bolstered by our defensive and underweight [...]
During March, all of our portfolios outperformed their benchmarks, bolstered by our defensive and underweight [...]
February was a mixed month. The ASX fell in price, down around 3%. Bonds were [...]
Stock markets continued their on/off mode in January. This time it was on. The ASX [...]
Stock markets continued their on/off mode in December. This time it was off. Australian stocks [...]
Stock markets boomed again in November. Australian stocks were up 7%, International stocks also boomed, [...]
Stock markets boomed in October after being smashed in September. International stocks were up 7%, [...]
Stock markets were smashed in September. The US market fell over 9%, but closer to [...]
August was a tale of two halves. Global markets rallied for the first half of [...]
After crashing lower in June, stock markets staged a comeback in July. The ASX rose [...]
June was the month that what we have been saying since the start of the [...]
After early weakness in May, stock markets bounced back strongly in the second half of [...]
Stock markets started to slide in April and have accelerated to the downside in the [...]
