Articles
Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and [...]
Webinars
Tariffs, in an ever-evolving form, are front page of every business paper at the moment. [...]
Performance
Another big month for markets. Our international portfolio in particular performed much better than benchmark, [...]
Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced [...]
Australia’s manufacturing sector has shrunk to just over 5% of GDP, the lowest share in [...]
Government Debt is rising, Personal debt is up, and corporate debt is up. Insolvencies are [...]
The latest stimulus announcement from China looks a lot like the last six or seven [...]
China recently re-sparked a metals boom with more announcements of stimulus. We are joined by [...]
Years after the COVID19 pandemic has subsided, excess mortality is still way higher than usual [...]
If you are worried about a downturn in markets, one place to look for safety [...]
During COVID, right around the world governments suspended normal bankruptcy rules to keep companies alive. [...]
