Australia

Railroads are essential, especially in Australia which is driven by the export of commodities and mined in remote parts of the country.

It is fascinating watching a record asset price correction in real-time. Enclosed is the latest data from CoreLogic's daily hedonic indices. Dwelling values in...

The spectre of Chinese nuclear submarines, destroyers, fighters, and bombers based in the Solomon Islands, merely 1,752 kilometres from Australia’s mainland – and...

National dwelling values have risen 34% since the RBA started lowering its cash rate from 1.5% in June 2019 to 0.1% today. But what cheap money giveth, expensive money...

An analysis of the industry split of wages shows why the RBA is sceptical that wages can accelerate fast enough to justify market expectations of rate hikes next year....

Thematic Investors are focused on how the forces of change shape our investment landscape. In the past year, tensions between the USA and China have shifted from a...

The Australian economy has weathered the COVID-19 storm spectacularly well. Households are spending, disposable incomes are up, a record 63% of the population is...

The content of recent media and academic reports so often represents climate as an insurmountable challenge where vested political, financial, and social interests...

Through big sell-offs and volatile markets, high-quality companies can help steer an investor's portfolio straight. We believe it is the inherent strengths of...

In the depths of the 2008 Global Financial Crisis, Billionaire Warren Buffet published an article in the New York Times titled “Buy American, I Am”. The article was a...

Australian government bond yields have collapsed in 2020, fuelled by the Reserve Bank of Australia’s unprecedented intervention in the market via yield curve control...

I recently picked my seven-year old daughter up from school, gabbling excitedly about what she had just learnt about solar energy. The drive home was punctuated with...

As Australia sets to emerge from this once-in-a-century pandemic, some of us do wonder was it all worth it? If COVID-19 was not as bad as the forecasters led us to...

According to the latest unemployment statistics, over 300,000 Australians aged between 15-24 are now unemployed and over 280,000 dropped out of the labour force in...

The Reserve Bank of Australia recently guided the cash rate to 0.13% and expects it to remain around that level but there’s a reason why it has no plans to reduce the...

ETFs celebrated their 30 year anniversary globally in March. Canada was first out the blocks in 1990. Today the industry has $6 trillion in assets globally across 60...

Over the past few months, we have entered a troubling time for the world. Firstly, lives are being lost all over the world, due to COVID-19, with the latest reported...

The Australian economy is currently in the ‘stop’ or freefall phase of the ‘U’ depicted in Chart 1 below. Bushfires and the evolution of the COVID-19 pandemic are...

Over the last two years, one of the biggest factors driving financial markets globally has been the US-China trade war. Nowhere has this effect been more pronounced...

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...