Home/ Author / Contributor
    Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

  • All Categories

  • All Categories

  • Uncategorized

  • IN Discussion

  • News

  • Analysis

  • Deeper Thought

  • Daily Market Update

Contributor results

Markets may be expecting too much of central banks

The third quarter capped the best year-to-date return for the Bloomberg Barclays US Aggregate Bond Index since the first nine months of 2002. Although bond prices may continue to advance, we anticipate lower returns may accompany a rise in volatility in coming quarters.

Contributor | 22nd Oct 2019 | More
Failing to pass on the full rate cut needn’t mean banks are profiteering

The unwillingness of the major (and other) banks to immediately cut their headline mortgage rates by as much as the Reserve Bank cuts its cash rate always attracts bad press, as well as condemnation from treasurers and prime ministers.

Contributor | 15th Oct 2019 | More
Late cycle strategy: income from infrastructure

The US Federal Reserve’s latest 25 basis points rate reduction in mid-September is seen by many market observers as another signal that world markets are in, or are fast approaching, a late cycle.

Contributor | 8th Oct 2019 | More
Super guarantee debate goes another round

The debate about whether compulsory employer superannuation contributions should be increased from the current level of 9.5 per cent is constantly simmering, waiting for the next opportunity to boil over.

Contributor | 2nd Oct 2019 | More
In Australia, inequality is almost all about housing

Compared with the rest of the world, income inequality is not particularly high in Australia, nor is it getting much worse. The real problem is housing inequality.

Contributor | 25th Sep 2019 | More
  • Talk about an index fund bubble is very passive-aggressive

    If you’ve seen the movie The Big Short you will remember Christian Bale’s quirky character Michael Burry – the manager of the Scion Capital hedge fund who realises the US mortgage-backed security market is a massive bubble. He goes on to make a fortune by betting on its crash.

    Contributor | 17th Sep 2019 | More
    CIPR is an opportunity not a chore

    Superannuation funds need to get on the front foot and respond to the strategic challenge of developing good retirement solutions now. Although superannuation funds can follow the Government’s legislative timetable to develop a Comprehensive Income Product for Retirement (CIPR) by 1 July 2022, that’s hardly an optimal outcome for fund members who have retired or are making retirement plans now.

    Contributor | 3rd Sep 2019 | More
    The end of shareholder capitalism

    Capitalism’s days may be numbered – at least judging by recent polls. A majority of millennials reject the economic system, while 55 per cent of women aged 18 to 54 say they prefer socialism. More Democrats now have a positive view of socialism than capitalism.

    Contributor | 27th Aug 2019 | More
    Developing a Trumptweet investment strategy

    On August 1, President Trump sent four tweets about China. With tweet three, which talked about additional tariffs on US$300 billion of goods exported from China to the US, Trump rocked markets by publicly escalating trade war rhetoric.

    Contributor | 21st Aug 2019 | More
    Proceed with caution in emerging markets

    Investing in emerging markets is a bit like making a soufflé: it’s a courageous undertaking fraught with the risk of things not working out as hoped. EM economies may be buffeted by political strife, currency crises, and other upheavals, leaving investors a bit deflated.

    Contributor | 13th Aug 2019 | More
    Our Authors
    Popular