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Australian growth will be constrained but here’s nine reasons why recession is unlikely

Australian growth will be constrained but here’s nine reasons why recession is unlikely
There must be some positives around. And there are! So, to inject some balance into the debate around Australia here is a list of positives. They are partly why we don’t see Australia as being about to plunge into recession.
June 19th 2019

The nine most important things I have learnt about investing over the past 35 years

The nine most important things I have learnt about investing over the past 35 years
I have been working in and around investment markets for 35 years now. A lot has happened over that time. As someone once observed the more things change the more they stay the same. And this is particularly true in relation to investing. So, what I have done here is put some thought into the nine most important things I have learned over the past 35 years.
June 11th 2019

RBA cuts rates to a new record low

RBA cuts rates to a new record low
So what’s driven this? Will it help the economy? How low might rates go? And what does it mean for investors?
June 5th 2019

Australian house prices getting closer to the bottom, but don’t expect a return to boom time conditions

Australian house prices getting closer to the bottom, but don’t expect a return to boom time conditions
The negatives weighing on Australian residential property prices remain significant but the past few weeks have seen a number of developments that suggest that prices could bottom earlier and higher than we have been expecting. The election outcome removed a key threat, but several other factors also help. This note looks at the key issues.
May 29th 2019

The trade war is back – what went wrong, what it means for share markets and Australia

The trade war is back – what went wrong, what it means for share markets and Australia
What is a trade war? What happened to the US/China trade talks? What will be the economic impact? What does it all mean for Australia?
May 17th 2019

Seasonal patterns in shares – should we “sell in May and go away” and what about renewed trade war fears?

Seasonal patterns in shares – should we “sell in May and go away” and what about renewed trade war fears?
In Australia, uncertainty around the impact of various tax increases if there is a change of Government in the upcoming Federal election could cause short-term nervousness for the Australian share market.
Of course, long term investors should look through all this.
May 7th 2019

Inflation undershoots in Australia – why it’s a concern, is the RBA running out of ammo & what it means for investors?

Inflation undershoots in Australia – why it’s a concern, is the RBA running out of ammo & what it means for investors?
Surprisingly weak Australian inflation has led to expectations the Reserve Bank will soon cut rates. But what’s driving low inflation? Is it really that bad? Why not just lower the inflation target? Will rate cuts help? And what does it mean for investors?
May 2nd 2019

Are we due a share market correction?

Are we due a share market correction?
The combination of improving growth, okay valuations and still relatively easy monetary policy globally should see this year as a good one for shares, notwithstanding the risk of a short-term correction or pull back in markets - both globally and also in Australia.
April 26th 2019

The 2019 Australian Federal election and investors

The 2019 Australian Federal election and investors
The now wider left-right divide in Australian politics suggests greater uncertainty going into this election potentially affecting all asset Australian classes. But the bigger concern is the dwindling prospects for productivity-enhancing reform, which could be an ongoing dampener on growth in living standards.
April 15th 2019