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Macro

Understand the fast-changing domestic and global economic forces under the tectonic plates driving our markets.

Macro

Team Australia to the rescue!

In the AFR I write that the Commonwealth Treasury’s latest advice to government is to assume growth-destroying lockdowns on a rolling basis across Australia into 2022...
Christopher Joye
Coolabah Capital
Macro

Taking cues from a “methodical” Fed

The trajectory of interest rates in 2021 has been notable for how rapidly they priced in economic recovery and then, beginning in mid-June, the degree to which that...
Daniel Siluk
Kapstream
Macro

Fake megatrends: The big themes to avoid

Has dependable, authoritative knowledge ever been more valuable? After all, we live in an age where our trust in things has never been so tested, and so often, where...
Glenn Freeman
Livewire Markets
Macro

The megatrends investors can't afford to ignore

The invention of electricity. Telephones. Automobiles. The internet. They’re all megatrends that revolutionised the world; powerful transformational forces that have...
Glenn Freeman
Livewire Markets
Macro

Inflation must fall... or markets will.

“Inflation is not a problem.” That seems to be what the bond market is saying, an important bellwether as bonds are particularly ill-disposed towards bouts of...
Alastair MacLeod
Elston Asset Management
Macro

Why it's time for Alpha

When generating returns in portfolios, active managers have two levers. The first of these is beta, the returns to markets from passive investing. The second lever is...
Jason Halliwell
Jason Halliwell
GMO
Macro

Where to get your Real Estate Income? Listed Property Trusts or Unlisted Property Trusts, questions answered

One of Australia’s best long-short equity managers, Tim Carleton from Auscap Asset Management put it very simply: “Rent – it’s an essential cost for most business and...
VCX
Shane Wakelin
Shane Wakelin
Fawkner Property
Macro

"Green shoots" for pandemic-hit businesses despite the need for policy change

The Australian economy has weathered the COVID-19 storm spectacularly well. Households are spending, disposable incomes are up, a record 63% of the population is...
Michael Skinner
Michael Skinner
Macro

9 fundies on the most important thing in their asset class for the year ahead

After 18-months that has seen retail investment soar to previously unimaginable highs, it's obvious that many are chasing the next big idea. We’ve all heard the terms...
ALD
+13
Livewire Exclusive
Livewire Markets
Macro

The US dollar explained: 6 ways to play the rising greenback

The US dollar (USD) is the most influential currency on earth and its relative strength or weakness has far-reaching implications for the global economy. In the...
+1
Hue Frame
Frame Funds Management
Macro

"Technology is still the place to be"

Investors who ignore Afterpay (ASX: APT) and other listed financial technology firms bent on disrupting banks risk missing out on impressive returns. So said Munro...
CDA
FMG
+4
Glenn Freeman
Livewire Markets
Macro

Resilience and elasticity in the face of extreme adversity

My heart goes out to the many millions of individuals, families, and businesses staring down the barrel of extreme, lockdown-induced adversity across the country right...
Christopher Joye
Coolabah Capital
Macro

Reflections on the shortest US recession in history

It’s official. As announced on 19 July, the United States National Bureau of Economic Research (NBER) determined that last year’s US recession* ended in April – just...
David Bassanese
Betashares
Macro

The long and the short: the running of the bull

When speaking to clients, our investment team is frequently asked whether the market's extraordinary run is due to come to an end. It’s a question many in the market...
Kristiaan Rehder
Kardinia Capital
Macro

10 charts we’re thinking about right now

America is running out of houses Source: Zonda What it means House prices around the world are rising rapidly – including in the United States. Recent...
Chris Bedingfield
Quay Global Investors
Macro

What keeps Hamish Douglass up at night?

The Magellan Financial Group CIO Hamish Douglass and his team clearly spend many hours weighing risks. And he seems to have a knack for tuning out the market noise...
Glenn Freeman
Livewire Markets
Macro

Is gold set to be institutionalised?

Even though gold prices rallied in the first two weeks of July, there is no denying it was a tough first half of the year for the precious metal, which fell toward USD...
Jordan Eliseo
ABC Bullion
Macro

What can we learn from the investing themes of FY21?

July is a natural time for us to review the financial year just past – both in terms of The Montgomery Fund as well as the investment journey of the broader market....
CDA
IEL
SCG
+2
Joseph Kim
Macro

"The Wealth Tax" or why inflation matters

I’m borrowing from Financial Times columnist Merryn Somerset Webb’s expression that inflation is a wealth tax because it so elegantly puts into relief what the current...
Chad Padowitz
Talaria Asset Management
Macro

How many lives have been saved by Australia’s approach to COVID?

By global standards, Australia has so far managed to contain the COVID outbreak fairly well. Given that debate still rages over whether rolling lockdowns and border...
David Bassanese
Betashares
Macro

Is greed feeding the macro environment?

As society was exhaling from the post-war world of 1946, Arthur Lefford from New York University’s Department of Psychology took particular interest in people’s...
Jesse Moors
Jesse Moors
Spatium Capital
Macro

Lowe’s monetary policy revolution

In the AFR I write that in an important new speech on Thursday, RBA governor Phil Lowe confirmed that the central bank is grappling with the big macro questions that...
Christopher Joye
Coolabah Capital
Macro

Governments are running an anti-productivity agenda

One of the most annoying and destructive narratives from mainstream economists in the last decade has been that government debt doesn’t matter. It’s commonly trotted...
Jonathan Rochford
Narrow Road Capital
Macro

What’s hot and what's not as stimulus tapers off?

Last year brought fiscal stimulus to the world's economy at a scale never seen before. In Australia alone, the government spent $257 billion in direct economic...
Glenn Freeman
Livewire Markets
Macro

Phil Lowe provides more detail on the length of QE program

In the Q&A following his excellent speech today highlighting a 3 point something NAIRU, RBA Governor Phil Lowe provided further nuance and detail around his QE...
Christopher Joye
Coolabah Capital
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