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

Macro

Big bank short-sellers now getting long

In my AFR column today I explain how the big banking bear, Perpetual's Anthony Aboud, has closed out his shorts and got aggressively long the major banks (or via...
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Christopher Joye
Coolabah Capital
Macro

The budget blows hard

Had the Australian population agreed with the mainstream press that the FY21 edition of the Commonwealth Budget was the “most anticipated” in years, then they would...
John Abernethy
Clime Asset Management
Macro

Housing to boom with bears dropping like flies

In this detailed interview with the irrepressible Peter Switzer, I discuss why house prices are now increasing in all cities bar Melbourne (yes, it appears that Sydney...
Christopher Joye
Coolabah Capital
Macro

Getting 'pushed out the risk curve'

As interest rates have fallen globally, first in response to economic and market conditions post the GFC and more recently due to the COVID-19 pandemic, returns from...
Dan Miles
Dan Miles
Innova Asset Management
Rapid Fire

Australia to benefit from global search for yield

With Australia on the path to recovery and the second wave apparently arrested, all eyes yesterday were on the Federal government and the RBA as they handed down the...
Patrick Poke
A Rich Life
Macro

The definitive engineering & construction reporting season summary

As part of our latest monthly analysis of the Engineering & Construction (E&C) sector, a definitive reporting season summary has been completed, which includes a...
Steven Anastasiou
Economics Uncovered
Macro

End of Quarter Market Review + Champion Stocks

In this wire, we recap key market events, the current investing environment, and our market outlook. We also reiterate our Champion Stocks. Market review The year...
Bell Potter
Stockbroker
Expert Insights

Low returns and high risk: The raw deal from your super fund

Reasonable valuations, economic growth, falling interest rates, and growing debt: the driving forces of a typical balanced fund’s performance are all but spent. So,...
Livewire Exclusive
Livewire Markets
Macro

Housing bears are becoming an extinct species

In the AFR today I write that Aussie housing bears are quickly becoming an extinct species, as we had previously predicted. Read the full column here (or try this...
Christopher Joye
Coolabah Capital
Macro

Market risk rises as bitter battle unfolds

The upcoming U.S. Presidential election poses significant ‘event risk’ for global financial markets. This note examines some of the risks and opportunities investors...
David Bassanese
Betashares
Macro

The new rules of thumb

Many of the things we took for granted have been thrown into doubt by the Covid pandemic. How we work, travel and amuse ourselves are among the biggest changes. Less...
Tom Stevenson
Fidelity International
Macro

Why the RBA is delaying much-needed stimulus

In the AFR I write (twitter link here) that the Reserve Bank of Australia’s deputy governor Guy Debelle has delivered one of the most dovish speeches of his career,...
Christopher Joye
Coolabah Capital
Macro

Brexit: nothing focuses the mind like a deadline

Live from London Be careful what you wish for. There was a time when most Brits would have given anything to have something other than Brexit dominate the news. For...
Miles Staude
Global Value Fund
Macro

Winter is coming

Risk markets appear to be battening down the hatches as winter is coming in the Northern Hemisphere and the beneficiaries of the phenomenal global fiscal and monetary...
Chris Manuell, CMT
Chris Manuell, CMT
Jamieson Coote Bonds
Macro

Global opportunities amid COVID-19 with Hamish Douglass

We sat down with Hamish Douglass, CIO of Magellan Asset Management to discuss global opportunities amid COVID-19. In this interview, Hamish discusses the gap between...
Bell Potter
Stockbroker
Macro

Turbocharged transformation: Picking the winners of the digital revolution

Several long-term winners can provide investors with access to the digital transformation of enterprise businesses – a multi-decade structural trend turbocharged by...
Andrew Macken
Montaka Global Investments
Macro

Why you shouldn’t be spooked by the rise of zombie companies

Are you concerned about the increasing number of zombie companies and a looming tech bubble? Well, perhaps the situation is not as worrying as it seems. With...
Roger Montgomery
Montgomery Investment Management
Macro

How elections move markets in 5 charts

How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? These are the questions...
Matt Reynolds
Matt Reynolds
Capital Group
Macro

Mortgage rates can (and will) go much lower

Before COVID-19 hit, Nucleus Wealth launched an Australian property calculator. The idea I wanted to illustrate is that house prices are very sensitive to interest...
Damien Klassen
Nucleus Wealth
Macro

What do low interest rates mean for equity markets?

The last 30-40 years has seen a dramatic shift down in interest rates for much of the developed world. For example, the ten-year government bond yields in Australia...
Tim Kelley
Montgomery Investment Management
Macro

US Election 2020: How will markets respond? | Webinar & Podcast

This week we look to the upcoming US election as the country grapples with the coronavirus, civil unrest and a toppling stock market. Can Trump pull off another shock...
Damien Klassen
Nucleus Wealth
Macro

Aussie dollar sinks to a 2 month low

Earlier this month the Aussie dollar was rebuffed as it tested 74 cents, a 2 year high. But the past week has produced a genuine correction, with the Aussie falling...
Sean Callow
Sean Callow
Westpac Bank
Macro

2020 US elections: what it means for Infrastructure

Ausbil’s Listed Infrastructure Team has been looking over the form guide for the coming US election, and what differences the two candidates might bring...
Tim Humphreys
Ausbil
Macro

The risks that matter are the ones we don’t know

Investing requires making a judgment about the future, and yet it is only when we grasp the limits of our knowledge that we can make good investment decisions and...
Jasmin Argyrou
Jasmin Argyrou
Credit Suisse
Macro

The pressure points facing EM policy makers

Rate cuts by emerging market central bankers may hold back any rebound in these countries’ currencies as the global economy recovers. But monetary policymakers across...
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