Australia Recession

After 27 years, the Australian economy is finally facing a recession. Neither monetary nor fiscal policy look set to save it and yet again we appear highly dependent on a Chinese surprise. The outlook for the Australian economy is bleak. Gross domestic product and consumption growth are expected to fall. The... Show More

There is no doubt the Australian economy was weaker in late 2018 than it was during the first half of the year. It seems to have kicked off 2019 on a similarly weak note. Recent economic news has been unambiguously poor and it follows the dismal GDP results released last... Show More

Richard Quin, Lead Portfolio manager of Bentham Asset Management, is one of Australia’s most seasoned and successful credit investors. While the asset class remains overlooked and underrepresented in many Australian portfolios, there are two bets he’s making right now that should grab your attention. The first position is that long-term... Show More