In this edition of our quarterly newsletter, Points of Interest, we discuss the issue of sovereign and regulatory risk from an Australian perspective. This follows a number of policy announcements which have created considerable investment uncertainty. We also review the global situation, with concerns rising that we are entering an ‘everything bubble’.
In this edition of our quarterly newsletter, Points of Interest, we consider the upcoming Australian Federal budget, where a number of significant tax changes are expected. We also provide an update on the global political situation and the impact on financial markets.
In this edition of our quarterly newsletter, Points of Interest, we discuss the somewhat unexpected outcome of the November US election. We also outline our concerns over growing levels of geo-political uncertainty.
In this edition of our quarterly newsletter, Points of Interest, we briefly discuss the uncertainty associated with the November US election. We also consider the state of the Australian economy, which continues to struggle to make the transition from an export-based, raw materials focused economy, to one more in tune with innovation and science.
In this edition of our quarterly newsletter, Points of Interest, we discuss recent geo-political events, which have been a source of significant market volatility. We focus in particular on the decision by UK voters to leave the European Union in the June referendum; an outcome which surprised many.
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.
This edition of our quarterly newsletter, Points of Interest, looks back at major events during 2015 and also considers what lies ahead for markets and economies during 2016. We also discuss the current market volatility, which has seen significant falls across most major equity markets. We also outline our investment ‘hits and misses’ during 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.
This edition of our quarterly newsletter, Points of Interest, discusses the recent volatility brought about by events in Greece and China. We also take a brief look at the improving economic situation in the United States. Clients may also appreciate the news that an iPhone and Android app now allows mobile access to their investment portfolios.
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.