australian economy

Macro
Patrick Poke

It’s a rare opportunity to get to sit down with an economist of the calibre of Tim Toohey from Ellerston Capital. He was formerly the Managing Director, Chief Economist, and Head of Macro Strategy for Australia and New Zealand at Goldman Sachs, where he earned a reputation as one of... Show More

Buy Hold Sell
Buy Hold Sell

The Australian economy is undoubtedly slowing, which was evident given the number of earnings downgrades and soft results witnessed in the most recent earnings season. And while bottom-up stock pickers try to identify those growth companies poised to rerate based on a catalyst, paying close attention to what is happening... Show More

Jay Sivapalan

While it is easy for investors to conclude that Australia’s run of economic growth is coming to an end with a housing slowdown, a closer balanced analysis of the economy would indicate otherwise. We believe that Australia again will transition growth to other segments in 2019 and reach its 28th... Show More

Macro
Stephen Koukoulas

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

NAOS Asset Management

"Now, data is interesting but we're not really interested in it... We look at others' loyalty programs and their big data schemes and we really question the true value that’s delivered to customers...What we'd rather do is keep our business simple, focus on what matters most to customers, because it’s... Show More

Equities
Livewire Exclusive

With so much discussion about the maturity of the current bull market, it would be easy to assume that corporate balance sheets have fallen into the same state of disrepair we saw before the GFC. Troy Angus, Head of Large Caps at Paradice Investment Management, had only recently launched his... Show More