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Cash rates are effectively at zero, term deposits aren't providing the income return that investors need but fortunately the Australian equity market is still at an...

Humans love a good story, and, in the vast majority of situations, that’s not a bad thing. But for investors, getting seduced by a good narrative can be a recipe for...

Zero policy rates in Australia and offshore are likely to provide more impetus to rising asset prices, than rising consumer prices, in the year ahead. While we have...

Over the course of the last 12 months, the world has progressed through three broad phases of the recovery. The first, occurring in Q2 and Q3 of last year was around...

This time six months ago, when I was sitting at my desk writing a wrap-up of the August 2020 reporting season, I recall using the words "uncertain" and "unprecedented"...

The local market recovered from the early bashing to finish down after the second wave of bond selloff hit US growth stocks. There were not too many places to hide...

They’re not sexy but they’re dependable: Aussie banks and mining companies are overweight positions for Credit Suisse stock-pickers, as they walk the line between...

ESG investing tends to work in the grey in the eyes of investors. It can be deceptive and invites all sorts of questions: Is it simply being used as a buzzword for...

This reporting season was one of the most positive we’ve seen in years, with Australian companies across many sectors delivering strong growth, despite the challenges...

Here's a question: How do you adjust your portfolio to tackle inflation? And here's another: why would I ask such a thing, now of all times? Well, because inflation,...

Asia is home to 4.7 billion people - around 60% of the world’s total population. The region accounts for 40% of global GDP and this is growing at 6% per annum – twice...

This was a remarkably strong reporting season. Remarkable in that operating conditions for most companies were still very challenging given the stop-start economic...

The local market defied the US's lead to have a strong positive day on the back of miners and banks. It was a global macro trade on the currency in a weaker than usual...

The end of JobKeeper on 28 March will leave Australian business owners with an $85 billion funding hole, as the tablecloth is yanked out from underneath them. But what...

Bitcoin is up. Housing prices are up. Hard commodities are up. And the central banks are on a printing spree. So, is this enough to get investors thinking about...

Value is back in vogue … at least that’s what the headlines are saying. But investors may be surprised to know that, up until Value’s resurgence since 15 Feb 21, the...

While all eyes are on the recent rise in yields, the debate has largely been centered around inflation expectations and how far the Fed will actually let inflation run...

Visibility to recovery helped value shares outperform by a wide margin. Better growth prospects for the next two years at a fraction of the price could be the impetus...

The first chart I featured in the "10 Charts to Watch in 2021" earlier this year was a somewhat unusual, and perhaps even confusing one... Basically, I decided to...

Bonds experienced their fastest sell off since 2009, resulting in the largest one month rise in 10-year yields. Given the economic outlook is looking more positive...