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

Macro

5 themes worth backing this year

At the start of each calendar year, we like to take the time to identify what themes & opportunities (T&Os) have the potential to contribute to performance for the...
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Hue Frame
Frame Funds Management
Macro

Christmas Crises; Missile Strikes, Bushfires, China & Trade Deal | Nucleus Investment Insights

The topic of today's discussion was the array of crises that kicked off or continued over the holiday period, including U.S Missle Strikes in Iran and if this could...
Damien Klassen
Nucleus Wealth
Macro

Will the US-China trade deal squeeze out Australia?

The market focus this week was the US-China trade agreement. Leaving aside the grand pronouncements over the importance of the deal, there was plenty of interest for...
Sean Callow
Sean Callow
Westpac Bank
Macro

5 charts to watch regarding the global economy and markets this year

Our high-level investment view for this year is that a combination of improving global growth boosting profits and still easy monetary conditions will help drive...
Shane Oliver
AMP
Macro

Frydenberg's listed investment conflicts

Today I explain how in the shadow of the banking royal commission an emotive war has erupted over whether financial advisers should be allowed to accept large...
Christopher Joye
Coolabah Capital
Macro

Is a market correction imminent?

Heading into 2020, you could be forgiven for worrying about your investments. A strong 2019 has capped a stellar decade since the financial crisis, especially if your...
Tom Stevenson
Fidelity International
Macro

3 defining forces of markets this year

We recently had three of Australia’s leading fixed income managers visit the Melbourne office, Charlie Jamieson from Jamieson Coote Bonds, Jay Sivapalan at Janus...
Livewire Exclusive
Livewire Markets
Expert Insights

How Australian investors can play RBA quantitative easing

Many Australians are still unfamiliar with the term ‘quantitative easing’ (QE), which many professional investors say is the reason why asset prices and global...
Livewire Exclusive
Livewire Markets
Macro

LIC/LIT Conflict of Interest Debate

Dominick McCormick has a solid piece today defending the LIC/LIT sector from recent criticisms, which is worth reading (as are some outstanding comments from financial...
Christopher Joye
Coolabah Capital
Macro

The single biggest driver of markets in 2020

Warren Buffett describes interest rates as the ‘gravity’ for stock prices, thus when rates are high, stock prices should be lower; and when rates are low, stock...
Livewire Exclusive
Livewire Markets
Macro

Housing up, equities up, rates down – here’s what you had to say about 2020

Depending on who you’re listening to, crowds can be either wise, or completely mad. In reality, both are probably true at various points in time. But whether you’re a...
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Patrick Poke
A Rich Life
Macro

The World Bank warns on soaring global debt levels

The December release of the “Global Waves of Debt: Causes and Consequences” report by the World Bank mostly slipped under the radar as people were focussed on...
Jonathan Rochford
Narrow Road Capital
Macro

Dangerous decade erupts

In my final column of last year, I anticipated the “coming of a dangerous decade”, fraught with geopolitical tensions, among a number of other existential challenges....
Christopher Joye
Coolabah Capital
Macro

7 macro themes for 2020 (and their implications)

As a turbulent year for the global economy, financial markets, and politics recedes in the rearview mirror, we look ahead into 2020, mapping out both the likely path...
PIMCO .
PIMCO
Macro

What could wreck markets in 2020?

In 2007 former hedge fund manager Nassim Nicholas Taleb wrote The Black Swan: The Impact of the Highly Improbable, and the essence of that book has been inscribed into...
Vishal Teckchandani
Livewire Markets
Macro

Reader’s predictions for 2019: How did you do?

It’s that time of year again, when we look back at the year that was, and plan for the year that lies ahead. As part of our annual reader survey, we ask readers to...
Patrick Poke
A Rich Life
Macro

2020 vision – growth up, returns still good

Christmas 2018 was not a great one for many investors with an almost 20% slump in US shares from their high in September to their low on Christmas Eve, capping off a...
Shane Oliver
AMP
Macro

Domestic cyclicals set to outperform

The year 2019 has been a remarkable one for Australian equities. In fact, it has been the best year for the asset class since 2009, with the S&P ASX 200...
JBH
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Randal Jenneke
T. Rowe Price
Macro

Inside the mind of a hedge fund billionaire

Today I write that as much as this columnist might come across to Martin Place’s mandarins as arrogant, supercilious, callous and any other adjectives that describe...
Christopher Joye
Coolabah Capital
Macro

Frydenberg faces up to mis-selling crisis

In a stunning development to start the new year, reporter John Kehoe has unearthed the corporate regulator’s classified advice to Treasurer Joshua Frydenberg imploring...
Christopher Joye
Coolabah Capital
Macro

Hedgie: More sharks on land than in water in these parts

In this column I submit 10 big ideas for the next decade, which is bound to be a dangerous one, including: the coming of self-aware artificial intelligence; fusion...
Christopher Joye
Coolabah Capital
Macro

6 key charts for the year ahead

2019 has had several unexpected twists and turns, not the least of which has been the return of monetary stimulus. This caused bond yields to fall and equities to...
Patrick Poke
A Rich Life
Macro

China’s Stealth War, with General Robert Spalding | Nucleus Investment Insights

If there’s just one of our episodes you view this year, make it this one. Senior Whitehouse & Pentagon advisor and Air Force General Robert Spalding joined us to...
Damien Klassen
Nucleus Wealth
Macro

Festive Mood: BetaShares Weekly Market Review

Global MarketsGlobal stocks remained in a upbeat mood last week, still basking in the after-glow of the US-China trade deal and continued encouraging signs of...
David Bassanese
Betashares
Macro

Why is the market so negative on 2020?

The Australian Bureau of Statistics (ABS) released its November 2019 labour force numbers, which include employment and unemployment data. The figures were better than...
Chris Rands
Chris Rands
Yarra Capital Management
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