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
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

Crestone Wealth Management

We have passed the peak in the global growth cycle. But conditions for an imminent sharp slowdown in activity are not yet in place. Growth is expected to be solid ahead, with further gradual increases in interest rates. Amid ongoing elevated volatility—but an expectation that a number of recent risk... Show More

Crestone Wealth Management

After what has been a very long run of strong market returns, it is only natural that investors’ attention starts to move toward when that run might end, and as each day passes, we move closer to the end of the cycle. This kind of sentiment understandably makes investors somewhat... Show More

Crestone Wealth Management

Global markets continue to successfully navigate a maturing economic cycle, underpinned by strong fundamentals of synchronised growth, still benign inflation and solid earnings momentum. This is despite a steady stream of geo-political flashpoints—from rising threats of an escalating US-China trade war to rising political uncertainty across Europe. Show More

Crestone Wealth Management

In the years since the Global Financial Crisis, the world economy has experienced a significant period of expansion, driven in part by a wave of stimulus from major central banks. As this stimulus is gradually removed and we reach record territory for the length of the economic expansion, at least... Show More

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