Recent weeks have seen global growth continue to push ahead in a robust and synchronised fashion. Similarly, and much as hoped, wage and inflation data have stepped back from their early-year acceleration, supporting our call that rising inflation pressures should come through only gradually. But in the words of Lord... Show More
We recently invited a group of Australia’s leading venture capital (VC) investors to provide their views on various technology themes and how they are likely to impact the world in which we live. Our panel included Daniel Petre AO, Co-Founder and Partner from AirTree Ventures, Niki Scevak, Managing Director and... Show More
Rates are rising in the US, but it is less clear when Australia will follow suit. At our recent Investment Forum, we hosted six of Australia’s top investment strategists to discuss when the Reserve Bank of Australia (RBA) might hike, and to ask several other key questions, including where they... Show More
Twenty-six years of uninterrupted economic expansion. Australia’s recent performance is now unmatched in history. While a handful of factors have been key to this outcome, without doubt, the floating of the Australian dollar in December 1983 was one of the most critical. According to former Reserve Bank of Australia (RBA)... Show More
Although confronted with a maturing growth cycle and the likelihood of more modest returns, the catalysts typically leading to past downturns appear largely absent - such as sharply tighter monetary or fiscal policy and financial crises. Notwithstanding our sense that 2018 is a year to stay positive, we have highlighted... Show More
2017 has been an excellent year for investors, with returns outperforming expectations and risk events fizzling out, despite their potential for disruption. The pick-up in global growth, improved global corporate earnings, deleveraging in Europe, and the promise of US fiscal reform have been some of the key drivers of this.... Show More
The political environment is arguably more important now for investors than it has been for many years. Trump’s presidential victory in the US, the rise of ‘populism’ in Europe, and potentially more regulation for domestic energy, healthcare and banking sectors all have the potential to impact markets. Show More
We believe that global diversification should be at the core of each investor’s strategy. A globally diversified portfolio is likely to be better positioned to weather large movements in markets, and provide a more stable set of returns over time. However, one of the implications of a globally diversified portfolio... Show More
Tom Piotrowski speaks with Crestone Wealth Management Chief Investment Officer, David Sokulsky about the fund’s performance, stock selection and the search for yield To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More