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Macro

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

Macro

Is 2020 Government Stimulus essentially MMT? With Dr. Steven Hail | Webinar & Podcast

With the heavy amounts of Government stimulus being provided worldwide this year in response to Coronavirus' economic impacts, we wanted to get the perspective of...
Damien Klassen
Nucleus Wealth
Macro

Brexit – are we there yet?

It’s been a blessed few months since I last wrote about Brexit. Unfortunately, however, with it once again reclaiming newspaper headlines, Brexit can no longer be...
Seema Shah
Principal Asset Management
Macro

Suspending the debt cycle: Is capitalism finished?

Economic cycle background Ray Dalio has a series of explanatory videos that talk about debt cycles and in particular the contrast between a short debt cycle and a long...
Damien Klassen
Nucleus Wealth
Macro

5 reasons inflation could soon rise again

Apart from a couple of oil-related spikes, you have to go back 30 years to find inflation consistently above 5pc. Since the early 1990s, consumer prices have risen...
Tom Stevenson
Fidelity International
Macro

House prices rise again in November after October gains

Further to our little note about the extinction of housing bears as a species, Australian dwelling values have continued to climb higher in the month of November to...
Christopher Joye
Coolabah Capital
Buy Hold Sell

Is growth at a reasonable price possible in 2020?

Growth stocks dominated markets in 2020. So much, so that value investing has now had it worst run in twenty years. The speed at which these companies grew captivated...
Livewire Exclusive
Livewire Markets
Macro

Housing bears now endangered species...

The hunt for that increasingly endangered species known as the "housing bear" continues. Thus far we've managed to track-down and clinically dispatch Westpac, CBA,...
Christopher Joye
Coolabah Capital
Macro

China and Australia at War | Webinar & Podcast

In this investment webinar, we discuss the history Australian-Chinese relations, China using this as a foundation for creeping influence into Australia, and the...
Damien Klassen
Nucleus Wealth
Expert Insights

Credit Suisse: How we're playing this sustainable rebound in China

Technology is the standout stock sector for the Credit Suisse multi-asset team, which favours the category despite its overarching neutral view on equities, says CIO...
Livewire Exclusive
Livewire Markets
Macro

5 reasons value stocks could be set to run

The COVID-19 pandemic has further ingrained the idea that disruptive businesses represent the economy of both the future and of today. It has also helped embed the...
Jason Williams
Lazard Asset Management
Macro

Moderna vaccine is 94.5% effective!

In more terrific news overnight, Moderna Inc. revealed that its "experimental coronavirus vaccine was 94.5% effective at protecting people from COVID-19 in an early...
Christopher Joye
Coolabah Capital
Macro

How to get ahead of the “reopening” rebound

Today, investors find themselves in the midst of a “growth at any price” bubble, characterised by very high concentration in market capitalisation, narrow performance...
Jacob Mitchell
Antipodes
Macro

What’s the endgame for government and central bank stimulus?

The tsunami of monetary and fiscal stimulus this year is a continuation of the policies implemented when the Financial Crisis began. When these first started the few...
Jonathan Rochford
Narrow Road Capital
Macro

Biden bounce: Why the US election result is "best-case scenario" for markets

Although still subject to some legal disputation, markets so far have confidently concluded that Democrat Joe Biden will be the next US President. This note assesses...
David Bassanese
Betashares
Macro

Aussie dollar's vaccine jolt

Global equities wobbled on Thursday but overall it is looking increasingly as though markets didn’t really need a ‘blue wave’ US election after all. The MSCI World...
Sean Callow
Sean Callow
Westpac Bank
Macro

Big news: Melbourne house prices are rising again...

In the AFR today I write that I am delighted to deliver big news: despite Melbourne's horrifically long lockdown, home values are increasing again alongside the price...
Christopher Joye
Coolabah Capital
Macro

ASX fizzles post-vaccine, but this could be a game changer

The ASX200 disappointed many investors on Tuesday only rallying 42-points after opening up nearer 140-points. The issue was we witnessed the most aggressive sector...
James Gerrish
Market Matters
Macro

"More than 90% effective" Pfizer vaccine emerges, in line with our forecasts

In massive news overnight, Pfizer and its German partner BioNTech have reported that its novel, two dose "mRNA" vaccine has been more than 90% effective thus far in...
Christopher Joye
Coolabah Capital
Macro

Economic impact of a vaccine

With multiple companies making progress in the vaccine space, we have begun to envisage a post COVID-19 investment world. This article will aim to discuss: 1. The...
Hue Frame
Frame Funds Management
Macro

An economic and political shock that will reverberate for years

The allegations went like this. The now-defunct UK arm of the US political consultancy Cambridge Analytica employed a Russian-born computer whizz to make an app-based...
Michael Collins
Michael Collins
Magellan
Macro

Investment podcast double-header

A podcast double-header this week, thanks to an election special on the day of. Scroll down for a summary of each episode in various formats. Additionally, timestamps...
Damien Klassen
Nucleus Wealth
Macro

Douglass: 'Goldilocks' scenario for equities

The US election outcome is largely irrelevant for investors, whose focus should remain on the race for a COVID vaccine; structural and transient trends flowing from...
Glenn Freeman
Livewire Markets
Macro

A$ survives RBA and US election mayhem

The Australian dollar is emerging stronger from what was always likely to be a volatile week. It dipped under 70 cents on Monday, its weakest point since July. Then on...
Sean Callow
Sean Callow
Westpac Bank
Macro

Prepare for President Biden … or, do market traders have any idea?

Last week we predicted that the sharp share market correction over the final days of October would be reversed (an index recovery) following the US election – no...
John Abernethy
Clime Asset Management
Macro

Can investors still rely on economics in today’s world?

There’s no question global economies and markets have been under pressure in recent times. Australia has undergone crippling drought, bushfires and the COVID-19...
kanish chugh
kanish chugh
Global X ETFs
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