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Five great charts on investing for income (or cash flow)

Five great charts on investing for income (or cash flow)
Since I first looked at “Five great charts on investing for income” two years ago, the Australian cash rate has halved, 10-year bond yields have fallen by two thirds and interest rates have resumed falling globally. So this note looks at five charts I find useful in understanding investing for income.
October 17th 2019

Has Australia really had three recessions in the last 28 years?

Has Australia really had three recessions in the last 28 years?
The claim that Australia has gone 28 years without a recession since the early 1990s recession ended in 1991 has been subject to some criticism in recent times with the economy sliding into a “per capita recession” where economic growth has been below population growth.
October 1st 2019

Investment returns have been good, but they are likely to slow over the next five years

Investment returns have been good, but they are likely to slow over the next five years
The past 10 years have seen pretty good returns for well-diversified investors. The median balanced growth superannuation fund returned 7.3% pa over the five years to July and 8.2% pa over 10 years and that’s after fees and taxes. This is impressive given that inflation has been around 2%.
September 26th 2019

Will the world slip up on oil again? – after oil prices spike as attacks disrupt Saudi production

Will the world slip up on oil again? – after oil prices spike as attacks disrupt Saudi production
World oil prices have spiked since last week following weekend drone attacks on oil production in Saudi Arabia. This has naturally raised questions about the threat to economic growth, particularly if oil prices spike further, flowing on to petrol prices.
September 18th 2019

Australian house prices back from the abyss – seven things you need to know about the Australian property market

Australian house prices back from the abyss – seven things you need to know about the Australian property market
After the biggest fall in at least 40 years – with a 10.2% top to bottom fall between September 2017 and June this year - average capital city home prices have turned up again. So, where to from here?
September 16th 2019

Nine reasons why recession remains unlikely in Australia

Nine reasons why recession remains unlikely in Australia
Australian growth is going through a rough patch with likely further to go, recession remains unlikely barring a significant global downturn. Here are the reasons why.
September 6th 2019

Negative rates, QE & other measures the RBA may deploy – why? will it work? what would it mean for investors?

Negative rates, QE & other measures the RBA may deploy – why? will it work? what would it mean for investors?
Since the RBA started cutting interest rates again back in June and in the process taking them closer to zero there has been increasing debate that it will deploy so-called “unconventional monetary policy measures” such as negative interest rates and quantitative easing.
August 30th 2019

Plunging bond yields & weak share markets amidst talk of recession – what does it mean for investors?

Plunging bond yields & weak share markets amidst talk of recession – what does it mean for investors?
Only last month share markets in the US and Australia were at record highs. But ever since President Trump ramped up the US-China trade war again at the start of August, financial markets have seen a significant increase in volatility Find out what does this all mean for investment markets.
August 20th 2019

Escalating US-China trade war – triggering (another) correction in share markets

Escalating US-China trade war – triggering (another) correction in share markets
After the third round of talks made little progress last week, the US/China trade war has escalated badly with tit for tat moves on an almost daily basis by each side. This note looks at the key issues.
August 12th 2019