2020 OUTLOOK

Opportunities emerge as China shifts gears, banks face valuation pressure, and real asset M&A heats up amid an indexing frenzy

Remission or relapse? Inevitable pain for some as government support is unwound and forbearance runs out. Global markets favour central banks, for now There is no...

There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current trends, and leading indicators...

I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my best (and worst) charts and...

It’s not every day that you sit down with a member of the Australian fund managers hall of fame, let alone the first woman to be inducted. As a 20-year-old female,...

Did the Australian economy present any surprises over 2019?Growth turned out to be weaker than expected as downside risks materialised. Offshore, the trade and...