2019 – growth down, returns up Christmas 2018 was not a great one for many…

For a long time, we have been bearish on the Australian dollar, seeing a fall…

Introduction After sharp share market falls when headlines scream about the billions wiped off the…

Bad meme There is always someone telling us that there is some sort of economic/financial…

This decade has now seen three global growth scares – around 2011-12, 2015-16 and now…

For some time our view has been a less upbeat on the Australian economy than…

While some have expressed surprise at the recent resilience in the value of the Australian…

I have been working in and around investment markets for 35 years now. A lot…

As had become widely expected in the past two weeks the Reserve Bank of Australia…

After taking a back seat over the last six months as negotiations appeared to make…