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Macro

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

Macro

Prepare for even lower rates

One thing that investors cannot ignore in 2020 is the risk of recession and a potential fall in interest rates. We consider that interest rates are a sound proxy for...
Emanuel Datt
Datt Capital
Macro

BetaShares Weekly Market Update: sell the fact?

Global MarketsTwo major markets concerns appear to have been resolved over the past week, with US President Trump concluding his “phase 1” deal with China and...
David Bassanese
Betashares
Macro

We Need A Generation Like Paul Volcker

The passing of Paul Volcker this week has seen an outpouring of tributes to “the giant who slayed inflation”. Whilst he is most well known for leading the Federal...
Jonathan Rochford
Narrow Road Capital
Macro

Electric vehicles will not save coal

There is a common misconception that a wholesale switch to electric vehicles will radically increase demand for electricity. As we outline in this infographic, it...
Damien Klassen
Nucleus Wealth
Macro

The Australian economy in 2020

Did the Australian economy present any surprises over 2019?Growth turned out to be weaker than expected as downside risks materialised. Offshore, the trade and...
Frank Uhlenbruch
Frank Uhlenbruch
Janus Henderson
Macro

A revolution is coming for conflicted advisers

In one of the biggest shake-ups of the financial advice industry in years, the government’s Financial Adviser Standards and Ethics Authority has blanket-banned...
Christopher Joye
Coolabah Capital
Expert Insights

Western financial engineering could lead to Japan-style bust

Donald Amstad of Aberdeen Standard Investments proclaimed the developed world is on the brink of “financial, economic, social and political crisis” on Livewire in...
Livewire Exclusive
Livewire Markets
Macro

Dodging the Debt Disaster with Prof. Steve Keen | Nucleus Investment Insights

Prof. Keen has declared "we need a new economics", and is an expert at understanding global debt, which is exactly why we brought him onto the podcast today to discuss...
Damien Klassen
Nucleus Wealth
Macro

The rising cost of Christmas Dinner

As Australians begin to prepare for the festive season, thoughts naturally turn to the prospects of a substantial meal to celebrate Christmas. Unfortunately, the...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Macro

Portfolios need to be reshaped for a new reality

As usual, I start with my long held view that the short term for investment markets is much harder to forecast than the long term. Therefore, I outline our...
John Abernethy
Clime Asset Management
Macro

30 years of investment lessons from Japan, and the implications for real estate

Imagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a comfortable retirement. The...
Chris Bedingfield
Quay Global Investors
Macro

Interest rates are low for a reason

Many equity market investors seem to be falling into the trap of thinking that interest rates are low purely for their benefit. Ironically, if you were to ask the...
Warryn Robertson
Lazard Asset Management
Macro

Government action (or inaction)

We believe that 2020 will be the year that really separates the winners from the losers in the monetary policy ‘experiment’ of the past few years. Livewire readers...
Jay Sivapalan
Janus Henderson
Macro

Our predictions for 2020

Despite a slowing in global growth, investment markets proved resilient in 2019. Global equities, including the Australian market, have returned close to 20% in AUD...
Andrew McAuley
Credit Suisse
Macro

Off Again On Again: BetaShares Weekly Market Review

Global MarketsGlobal equities got off to a poor start last week thanks to Trump’s decision to impose tariffs on (small fry) Brazil and Argentina, a weaker than...
David Bassanese
Betashares
Macro

Effective Ethical Investment with Peter Singer | Nucleus Investment Insights

Ever thought about if your investments are as ethical as they could be? In this week’s podcast interviewed one of the world’s most renowned ethicists, Peter Singer to...
Damien Klassen
Nucleus Wealth
Macro

Trade: Looking through the noise

There is one main reason I think trade tensions can’t be ignored in 2020 and that is because the media won’t let us. But issues that grab the headlines don’t always...
Matt Reynolds
Matt Reynolds
Capital Group
Macro

RBA's Lowe unleashes the dogs of war on Josh Frydenberg

Today I write that the RBA's Phil Lowe has effectively declared war on the government's fiscal policy stance in an attempt to sheet home blame for the RBA's inability...
Christopher Joye
Coolabah Capital
Macro
Sponsored

Will 2020 be the year of infrastructure stocks?

With global growth slowing and central banks around the world running out of ammunition to respond, governments will need to step in with increased fiscal stimulus to...
LLC
TCL
Jessica Amir
Jessica Amir
Saxo Bank
Macro

Australian GDP Hotspot map

Every quarter I like to look at the changes in Australian GDP and which categories are responsible for the growth / decline. Each bubble represents a category of GDP...
Damien Klassen
Nucleus Wealth
Macro

Should the Australian government actually be increasing its debt?

As news is emerging that Australian Treasurer, Josh Frydenberg, will soon deliver a balanced budget for the first time since the GFC, one needs to ask if this is even...
Andrew Macken
Montaka Global Investments
Macro

Australia is not adjusting to the digital economy

Australia has long had a love affair with bricks and mortar type investments. This strategy has reaped large rewards for many. Glimpses of the path ahead were evident...
Brigette Leckie
Brigette Leckie
Koda Capital
Macro

A less defensive positioning in 2020

The potential de-escalation in a number of 2019’s geo-political hotspots sees us ‘leaning into risk’ from a less defensive portfolio position for 2020....
Scott Haslem
LGT Crestone
Macro

Neo-Fisherism’s attack on the Taylor Rule : Central bankers are potentially the biggest losers!

Neo-Fisherism is both interesting and amazingly counterintuitive at the same time. Whilst Neo-Fisherism has launched an attack on the Taylor Rule applied by central...
Clive Smith
Macro

Surprise fiscal support would have a big impact

An important issue for investors to consider in 2020 is the potential shift in the relative importance between monetary and fiscal policy in driving the global...
Peter Rutter
Peter Rutter
Royal London Asset Management
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