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Macro

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

Macro

China and the US are headed towards a ‘decoupling’

The ‘Line of Actual Control’ is the name for the unformalised border that separates Indian-controlled and Chinese-controlled territory in the disputed area where the...
Michael Collins
Michael Collins
Magellan
Macro

Complexity Premia Podcast on Traders vs Investors

In the latest episode of our Complexity Premia podcast, portfolio management director Ying Yi and I discuss a range of interesting topics, including: how you can turn...
Christopher Joye
Coolabah Capital
Macro

Bellbottoms and the Nifty Fifty

It was the 1970s - ‘72 to be exact, and apart from Gough Whitlam coming to power in Australia, Watergate in the US, and bellbottoms everywhere, it was the height of...
Chad Padowitz
Talaria Asset Management
Macro

7 reasons shares should keep trending up, despite some bumps along the way

Share markets have had a spectacular rebound from their March lows. The rebound has been led by the US share market which is up 52% and has just risen above its...
Shane Oliver
AMP
Macro

Why markets are ignoring Victoria's second wave...

In the AFR this weekend I write that it now appears Victoria’s tragic second wave peaked around July 31. In early July we started applying our internal forecasting...
Christopher Joye
Coolabah Capital
Macro

New highs for A$ as China gobbles up iron ore

At last Friday’s parliamentary appearance, RBA Governor Lowe said that the activity restrictions imposed in Victoria in response to the resurgence of Covid-19 cases...
Sean Callow
Sean Callow
Westpac Bank
Macro

A slightly controversial chart

Last month, we published a paper of the 10 most interesting charts right now.One chart, which suggested the Federal Reserve does not influence long-term stock market...
Chris Bedingfield
Quay Global Investors
Macro

Coronavirus analysis & outlook - Western Europe, Victoria, lockdowns, global themes & more

Western Europe suggests Victoria’s cases will continue fallingAfter analysing Western European data, their collective outcome suggests that Victoria’s lockdown...
Steven Anastasiou
Economics Uncovered
Rapid Fire

Structural shifts have yet to be priced in

If you’re like me, you’re getting sick of hearing about ‘the new normal’. A life post COVID-19, either with the presence of a vaccine, or permanent social distancing....
Bella Kidman
Bella Kidman
Livewire Markets
Macro

Early super withdrawals will cost taxpayers more than $100bn

The almost $30 billion Australians have yanked from their super during the government’s early release program is anything but free money, BetaShares modelling shows....
Glenn Freeman
Livewire Markets
Macro

4 reasons to consider currency hedging your global investments

Unlike investing in local shares and property, investors considering exposure to international shares and commodities face the decision of whether to hedge the...
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David Bassanese
Betashares
Macro

Wuhan - A picture tells a thousand words

Source: AFP news agency Keeping it short, the above picture is likely telling you: (1) The organizers of this party are about to get a visit from government...
Zach Riaz
Zach Riaz
Banyantree Investment Group
Macro

Could Trump be right about... ethical investing???

Many of you will have seen Trump's announcement essentially trying to prevent pension funds from considering ethical issues for investing. To quote The...
Damien Klassen
Nucleus Wealth
Macro

Uncertain times and extraordinary markets

As the world grapples with COVID-19 and the worst economic downtown since the Great Depression, global stock markets surpass all-time highs. These conflicting...
Michael Skinner
Michael Skinner
Macro

Getting active with passive (beta)

In the AFR this weekend I write that a reasonable proposition might be to suggest that in the modern history of humanity, asset prices have never been more distorted...
Christopher Joye
Coolabah Capital
Macro

America at a policy crossroads

President Trump’s policy approach thus far has focused on cutting taxes, redefining the US relationship with major trading partners – most notably triggering the trade...
abrdn .
abrdn
Macro

Will Technology Driven Deflation be 'The Price of Tomorrow'? With Jeff Booth | Webinar & Podcast

In this weeks investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Financial Advice Tim Fuller and Jeff Booth discuss Jeff's #1 best seller...
Damien Klassen
Nucleus Wealth
Macro

Goldman: Vaccine approved by end 2020

Goldman Sachs' economists write this morning: We now expect that at least one vaccine will be approved by the end of 2020 and will be widely distributed by the end of...
Christopher Joye
Coolabah Capital
Macro

When will Victoria’s COVID-19 crisis peak?

In the AFR today I reflect on the question of when Victoria's COVID-19 crisis will peak, and the ramifications for financial markets, and securitised portfolios of...
Christopher Joye
Coolabah Capital
Macro

An investor's guide to good government stimulus

We are in a strange political environment. Globally there have been trillions of dollars of government stimulus announced, deficit hawks have turned chicken, and...
Damien Klassen
Nucleus Wealth
Macro

How will COVID change the world?

The COVID-19 pandemic and associated shutdowns of economic activity are an enormous negative growth shock that is causing unprecedentedly deep recessions almost...
Jeremy Lawson
abrdn
Macro

US election: Polls, policies and portfolio positioning

We are tactically overweight risk, led by positions in domestic equities and international corporate credit. After sharp declines in Q2 growth, leading indicators...
Scott Haslem
LGT Crestone
Expert Insights

The single most important concept in markets today

In the wake of the Global Financial Crisis, the world shifted away from the Yellow Pages. Now, they’re merely used as seat boosters. Joe Magyer, CIO at Lakehouse...
Livewire Exclusive
Livewire Markets
Expert Insights

Are you brave, or are you foolish?

We asked Michelle Lopez, Head of Australian Equities at Aberdeen Standard Investments, if she was bullish or bearish on the outlook for markets. “It's a very brave...
Livewire Exclusive
Livewire Markets
Macro

Is value investing poised to do well?

One of the most fundamental dichotomies that can be drawn in equity markets is the one that separates “value” from “growth”. In simple terms, you pick a basic metric...
Tim Kelley
Montgomery Investment Management
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