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Points of Interest – Spring 2021

In this edition of Points of Interest, we discuss the Chinese property market, where concerns over developer Evergrande are causing problems for financial markets. We also consider the inflationary pressures that are building in the global economy. At this stage it is not clear if inflation will be transitory or here to stay, with differing outcomes for financial markets.

Points of Interest – Summer 2021

In this edition of Points of Interest, we look back over the year that was 2020, which was naturally dominated by the pandemic and its impact on world health, the global economy and stock markets. We also explain the impact that ultra-low interest rates is having on investor behaviour, where investors are forced to accept higher risk in order to earn returns that in years past would have been considered as relatively modest. We also consider whether or not global stock markets are near the top of a bubble, evidenced by significant increases in share prices of companies such as Tesla and others.

Points of Interest – Spring 2020

In this edition of our quarterly newsletter, Points of Interest, we discuss the very unusual nature of the pandemic, which has led to significant increases in sales and profits for certain sectors and firms, while others have struggled to survive the impact of the pandemic and efforts to contain its spread. We also review the Australian government’s budget and discuss the performance of the market over the quarter.

Points of Interest – Winter 2020

In this edition of our quarterly newsletter, Points of Interest we discuss the gradual recovery from the pandemic-induced market crash and economic slowdown experienced over the preceding four months. We also discuss the impact of falling interest rates on portfolio construction and how this influences our decisions regarding asset allocation and investment selection.