Download PDF copy Ever since the global economy started to "recover" from the global financial crisis in 2009 a constant concern has been that all the money printing by central banks in the US, Europe and Japan will result in sharply higher inflation in developed countries. This has not happened. In fact over the last […]
Download PDF copy For twenty five years or so my core focus at work has been on the allocation of assets – shares, bonds, property, cash, Australian, global, etc – across multi asset portfolios. Some might say that’s a job that naturally flows from being an economist with a macro (ie big picture) focus. But […]
Shane Oliver discusses the outlook for the Chinese economy This video must be taken in its entirely and any given chapter viewed in isolation does not represent the entire message. If you’d like to discuss anything in this video please contact us today.
Download PDF copy It seems that every 6 -12 months the China perma bears roll out their worries again. At the core of such concerns are a bunch of structural issues: that China’s investment driven growth model is unsustainable, that its housing sector is overheated, that it has lost competitiveness and most significantly that it […]
Download Market Watch – October edition and read the full report. In this edition: World’s attention shifts to China and the forthcoming third plenary session. [1 min*] Portfolio manager Jonathan Reyes talks about infrastructure stock Transurban. [1 min*] The pressure eases on Australian dollar for the time being. [30 sec*] Europe faces an assessment of […]
Download PDF The collapse in short term interest rates and associated fall in long term bond yields has seen investors seek out decent investment yield in assets as diverse as corporate debt, property, infrastructure and shares. And more recently this has broadened into a general search for higher returns as confidence in the economic outlook […]
Anders Sorman-Nilson discusses how retailers can win the digital minds and analogue hearts of tomorrow’s consumers. The key is to combine a flawless in-store environment with strong online presence, including on mobile. It’s essential to offer easily accessible information in both worlds. This video must be taken in its entirely and any given chapter viewed […]
Shane Oliver, discusses the end of US Congress standoff and what it means for investors. This video must be taken in its entirely and any given chapter viewed in isolation does not represent the entire message. If you’d like to discuss anything in this video please contact us.
Download PDF Four years of poor retail sales When looking for growth in non-mining investments to fill the gap left by the mining investment boom, retail sales are critically important accounting for nearly 20% of economic activity in Australia. As is well known Australian retailers have had it tough for nearly four years now. Nominal […]
Download Market Watch – September edition and read the full report. In this edition: A look at the stance of central banks around the globe. [1 min*] Chancellor Angela Merkel secures a resounding victory in the German national election. [1 min*] US political gridlock may unnerve investors. [30 sec*] Best known for its coatings and adhesives, […]