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Newsletters

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.

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.