To understand where we are heading it is always important to look back at where we have come from. With that in mind, the Australian economy continued its uninterrupted twenty six year run of economic growth in 2017 delivering 2.8% year on year GDP growth through the September Quarter. In... Show More
At this time of year, it's only natural to spend some additional time reviewing broader market expectations for the year ahead and how that might impact current portfolio positioning or expected returns for Australian small and mid-cap investors going forward. We certainly enter the 2018 year at an interesting point... Show More
There’s an overwhelming sense of déjà vu as far as the gold market is concerned. Two years ago during December 2015, we witnessed the first US Fed rate hike since the 2008 GFC – a 25-basis point increase. This followed years of promises, threats and jawboning by the US Federal... Show More
In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight for 2018 from one of our contributors. Today’s insight is by Vimal Gor, BT Investment Management. 2017 proved a goldilocks year for risk assets with subdued inflation, persistently low volatility, accommodative monetary... Show More
For the past 16 years we have produced “The Big Issues” report – a report that has sought to highlight the issues that are expected to influence the economy over the forthcoming 12 months. Show More
