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Newsletters

Points of Interest – Winter 2019

In this edition of our quarterly newsletter, Points of Interest, we highlight the positive impact that falling interest rates in Australia (and overseas) has had on the domestic stock market, although pointing out that higher share prices are not necessarily a good indicator of the strength of the economy. We also discuss the positive impact of the recent Federal election on the domestic stock market.

Points of Interest – Autumn 2019

In this edition of our quarterly newsletter, Points of Interest, we discuss the performance of financial markets over the first quarter of 2019, which saw significant gains in both the Australian and overseas stock markets. We review the primary reasons for this improvement over the December quarter, including the unexpected decision by the US Fed to provide additional monetary assistance to the US economy.

Points of Interest – Summer 2018

In this edition of our quarterly newsletter, Points of Interest, we discuss the performance of the market over the past year. We also consider the geo-political risks which continue to be an issue, although in many cases worst-held fears did not eventuate. We also highlight our concerns over continuing easy monetary policy risks, particularly in regard to asset pricing.