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

Macro

Updated: LIC/LIT lobbyists get desperate and resort to personal attacks...

I guess it is not surprising, because I have been repeatedly threatened by vested interests in the LIC/LIT debate with personal attacks unless I withdraw from it...And...
Christopher Joye
Coolabah Capital
Macro

MMT: coming to a politician near you! With Dr. Steven Hail | Nucleus Investment Insights

We've spoken at length about lack of growth, demand and inflation in the global economy, and see government spending as one of the key ways inflation may see an...
Damien Klassen
Nucleus Wealth
Macro

Hall of Fame Broker: Ban Stamping Fees

Writing for Switzer Daily, Hall of Fame stockbroker Paul Rickard argues that stamping fees "are conflicted remuneration, and should have been banned back in 2014 when...
Christopher Joye
Coolabah Capital
Macro

Coronavirus: can we breathe easy?

As 2020 gets into full swing it is news of a potentially devastating virus that has gone viral. As such, I thought I would take a look at the the potential economic...
David Bassanese
Betashares
Macro

Lessons from those that have gone before

As lacklustre economic conditions persist across the globe, large-scale, high-impact strategies such as zero interest rates and negative interest rates are being...
Paul Chin
Jamieson Coote Bonds
Macro

FPA Seeks Removal Of ‘Conflicted’ Stamping Fees

In huge news today, IFA reports that the Financial Planning Association of Australia has "sought the removal of the current stamping fee exemption in relation to...
Christopher Joye
Coolabah Capital
Macro

Inflation Is The Genie In The Bottle

Investors have come into 2020 with a relaxed mindset, comfortable that the key fundamentals are stable across major markets. Key global risks that plagued investors...
Brigette Leckie
Brigette Leckie
Koda Capital
Macro

Corporate America is finding life tough

At the depths of market and economic despair – March 2009 – the multiple on the S&P 500 averaged around 11. The Trump corporate tax cut – from 35% to 21% - became law...
Tony Cousins
Tony Cousins
BMO
Macro

Complexity Premia on Dangerous Decade

The latest episode of our popular Complexity Premia podcast is live! In this punchy new episode we discuss: the 2019 bond market performance wrap-up; the coming of a...
Christopher Joye
Coolabah Capital
Macro

Treasurer considers axing commission loophole for listed funds

In huge news The AFR's John Kehoe reports today that "Treasurer Josh Frydenberg has set up a snap review to consider closing a loophole that allows financial advisers...
Christopher Joye
Coolabah Capital
Macro

Will Coronavirus create a Market Hangover? | Nucleus Investment Insights

Our current investment thesis is that an external shock could spell disaster for the already fragile Australian markets. This could very well end up being that shock....
Damien Klassen
Nucleus Wealth
Macro

Listed funds could be“toxic time bombs”

Today I interview Paul Moore, founder of the $2bn PM Capital, which runs two LICs, who sensationally calls on Treasurer Josh Frydenberg to finally close the loophole...
Christopher Joye
Coolabah Capital
Macro

Fear of heights: missing earnings could derail this rally

As simple souls we attempt to disaggregate investing into earnings and multiples. Concerned as we are with the preservation of capital, we continue to maintain that...
Bruno Paulson
Morgan Stanley IM
Macro

Most likely to maim: 3 asset classes to avoid

Getting the proportions right when preparing a recipe is more important than the precise provenance of the ingredients. And it’s just the same with portfolio...
Livewire Exclusive
Livewire 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...
CSL
Patrick Poke
A Rich Life
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