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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 [...]
It would have been difficult to lose money in January. Bonds, Aussie shares, international shares, [...]
2019 was a banner year for investment returns. Our own funds performed well throughout the [...]
November was a stark reminder of the power of narrative in driving returns. World stock [...]
October saw investment returns for equity markets higher yet again, the bigger story was a [...]
September saw volatile, but ultimately strong equity markets push the investment returns for most superannuation [...]
Most superannuation funds lost money in August on the back of the Australian stock market, [...]
July added another month of good performance to the share and bond market rallies that [...]
Putting a portfolio together sometimes feels like catching waves: you position the portfolio for a [...]
The rip higher in bond prices meant that our asset allocation portfolios outperformed the median [...]
The big movement for the April was the pullback in bond prices following a stellar [...]
Global equities finished the month with the best quarterly performance since 3Q 2010. Of more [...]
Stock markets continued to rally in February to recover most of the losses from late [...]
Stock markets continued to rally in January and the start of February to recover most [...]
Stock markets around the world bounced hard off their Christmas lows to give some respectability [...]
Stock markets around the world have fallen precipitously over the last 3 months, and our [...]