Collections
Patrick Poke

While speculating on the future direction of interest rates, currencies, and monetary policy can generate great headlines, it often raises the question; ‘what does this mean for investors?’ Understanding the implications of the macro environment drives asset allocation decisions, which according to research by Robert Ibbotson and Paul Kaplan, accounts... Show More

Collections
Patrick Poke

For more than a year now, fears of a housing-led recession have been building in Australia. First, auction clearances fell in a hole, then house price declines, falling credit growth and building approvals, and finally, unemployment began to rise. A month ago, further falls seemed inevitable. Then Australian woke up... Show More

Asset Allocation
Scott Haslem

Investors typically have on hand a long list of concerns arguing against investing in emerging markets. These concerns often centre on the ability to regather capital once invested, the extent of government intervention, the ranking of investors’ interests and rights, issues of corporate governance, as well as the inherent volatility... Show More

Macro
Crestone Wealth Management

On 2 April 2019, Treasurer Josh Frydenberg delivered Australia’s federal budget for 2019-20. Coming ahead of a likely May federal election, the budget lays the foundation for the government’s re-election campaign, and highlights the Coalition’s economic management with the first budget-year surplus in over a decade. The budget also promises... Show More

Macro
Todd Hoare

With more than 50 per cent of the global population under 30 living in emerging market countries, the emerging market story is expected to remain a compelling investment opportunity for years to come. Strong growth in working-age populations, urbanisation and a rising middle class are expected to underpin one of... Show More

Macro
Crestone Wealth Management

At Crestone’s most recent investment forum, we asked panellists (Jacob Mitchell, Chief Investment Officer at Antipodes Partners, Brett Gillespie, Head of Global Macro at Ellerston Capital, Nathan Parkin, Investment Director at Ethical Partners Funds Management, Thomas Vester, Chief Investment Officer at LGM Investments, Vimal Gor, Head of Bond, Income and... Show More

Scott Haslem

A masterly retreat can itself be a victory, or so penned American author Norman Peale. And key global central banks have spent the past two months in retreat, signalling pauses or delays to both rate rises and balance sheet unwinds. This has underpinned a strong start to equity markets in... Show More

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