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Points of Interest – Autumn 2016

This edition of our quarterly newsletter, Points of Interest, considers two opposing views of the world. The optimistic view holds that global economic growth, while not overly strong, remains robust, underpinned by a growing US economy, cheaper energy prices and increased banking regulation. The pessimistic view of the world is based on fears of an impending financial crisis, brought out by zero percent interest rates, too much debt and policy mistakes both during and after the 2008 financial crisis.

Points of Interest – Spring 2015

This edition of our quarterly newsletter, Points of Interest, discusses the continued stock market weakness, which has now extended into two consecutive quarters. We consider some of the causes behind the market weakness, which has seen significant levels of selling by overseas investors. This has implications not only for the stock market but also for the broader health of the Australian economy.

Points of Interest – Autumn 2015

This edition of our quarterly newsletter, Points of Interest, considers in-depth the current environment of near zero percent interest rates across most, if not all developed economies. We discuss the impact of ultra-low interest rates on savers and retirees, highlighting the transfer of wealth from savers to borrowers. We also take a look at property markets, where the easy availability of money is again having a significant impact.

Points of Interest – Summer 2015

This edition of our quarterly newsletter, Points of Interest, takes a look  back at the year that was 2014 and also considers what major economic and financial events may be expected through 2015. We consider the recent volatility in the price of oil, the short-term outlook for the Australian economy and the threat of deflation in Europe and other parts of the world.

Points of Interest – Spring 2014

This edition of our quarterly newsletter, Points of Interest, takes a look at the return of volatility to domestic and global markets. The impact of overseas investors on the Australian market is one of the items we discuss in the newsletter. We finish with a global update, reflecting on economic concerns over matters such as demonstrations in Hong Kong and the Ebola virus outbreak in west Africa.

Points of Interest – Winter 2014

This edition of our quarterly newsletter, Points of Interest, considers the potential impact on financial markets of the ongoing extensive monetary easing policies of major central banks. The past five or six years have seen central banks such as the US Fed and Bank of Japan undertake unprecedented measures to stimulate economic growth. There is a growing concern that these actions are simply sowing the seeds of the next crisis. We discuss this possibility in detail.