Key PointsThe increasing noise around investing – associated with a messier economic and geopolitical backdrop along with an explosion in information flow and the rise of social media – is arguably…
Why investors need to treat forecasts with caution Read More »
Key PointsThe RBA left the cash rate on hold at 4.35% for the second meeting in a row. Some softer than expected readings for underlying inflation, jobs and home prices allowed it to remain in wait…
Another hawkish RBA hold at 4.35% – expect one more hike later this year Read More »
Key PointsThe first half of this year saw good share market returns despite the oil supply shock on the back of the US/Iran War.We remain upbeat on a 12-month view but see a high risk of another…
Nine key charts for investors to keep an eye on amidst oil and AI worries Read More »
Key PointsFalling real wages and a surge in tax and interest payments over the last five years have led to a slump in Australians’ living standards.But a broader driver of the malaise in living…
Why have Australian living standards fallen and how do we fix it? Read More »
Key PointsAngst about economic conditions has been running high in recent times. This is evident in chronically low consumer confidence readings and a downtrend in measures of happiness. It’s also…
Was life really better in the good old days? Read More »
A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as one of the most tax-effective investment structures available.For many investors, it’s…
Superannuation: more relevant than ever Read More »
Key PointsDespite lots of threats over the last 18 months share markets have proved to be remarkably resilient.This likely reflects a combination of: President Trump’s desire for shares to rise;…
Teflon share markets – 5 reasons they’re so resilient despite lots of worries Read More »
Key PointsAfter three consecutive rate hikes the RBA left rates on hold at 4.35% at its June meeting.However, the RBA retained a tightening bias noting that inflation Is “still too high” and is…
The RBA undertakes a hawkish pause – we continue to expect a further rise in rates Read More »
Key pointsNational average home prices were flat in May according to Cotality, the weakest since January last year. Prices fell further in Sydney and Melbourne, and the boom time cities of…
Key points- The combination of the natural human tendency to focus on bad news, expectations rising beyond the ability of the economy to deliver, the increased availability of information & the…
Three reasons why it pays to be an optimist as an investor Read More »
