economics

Latest news and analysis on economics

Macro

What does populism mean for infrastructure investment globally?

Populism is spreading rapidly and globally, and becoming more aggressive in its implementation and execution. It traverses national borders and can infiltrate...
Sarah Shaw
4D Infrastructure
Education

Media Worth Consuming – April 2019

No income, no asset loans are back in America. Inflated consumer credit scores are understating the risk American lenders are taking. Increasing credit card...
Jonathan Rochford
Narrow Road Capital
Education

Media Worth Consuming – March 2019

Stock buybacks are better at getting cash to executives than shareholders. Hedge fund Element Capital has delivered net annual returns of 21% since 2005. A British...
Jonathan Rochford
Narrow Road Capital

Media Worth Consuming – February 2019

Jonathan Rochford
Narrow Road Capital

Media Worth Consuming – January 2019

Jonathan Rochford
Narrow Road Capital

Media Worth Consuming – December 2018

Jonathan Rochford
Narrow Road Capital

Media Worth Consuming – November 2018

Jonathan Rochford
Narrow Road Capital

Media Worth Consuming – October 2018

Jonathan Rochford
Narrow Road Capital

Value vs. growth

The debate over whether a value or a growth style produces better long term investment returns continues, with staunch advocates on both sides. Certain high profile...
Chris Watling
Longview Economics

Media Worth Consuming – September 2018

Jonathan Rochford
Narrow Road Capital

Media Worth Consuming – August 2018

Jonathan Rochford
Narrow Road Capital

Media Worth Consuming - July 2018

Jonathan Rochford
Narrow Road Capital

Handling the downside risk from Trump's tariffs

Over the past few weeks, you may have noticed President Trump’s rhetoric has centred around trade and resulted in the escalation of tensions between the US and other...
Scott Shuttleworth
Scott Shuttleworth
Vega Capital

Media Worth Consuming - June 2018

Jonathan Rochford
Narrow Road Capital

Media Worth Consuming – April 2018

Jonathan Rochford
Narrow Road Capital

Media Worth Consuming - April 2018

Jonathan Rochford
Narrow Road Capital

The Economics of Population Growth

The elephant in the room for Australia’s Federal Parliament has finally been called out. Australia’s rapid population growth is arguably as important an issue as...
Jonathan Rochford
Narrow Road Capital

Media Worth Consuming – March 2018

Jonathan Rochford
Narrow Road Capital

Australia: A canary in the coal mine

Structurally, Australia’s growth model has been deteriorating for most of the past two decades and is now arguably one of the poorer examples in the developed world....
Chris Watling
Longview Economics
Rapid Fire

Watling: Zombies, Canaries and Cheap Money

In January, market commentary was almost universally bullish. Ray Dalio, the billionaire US Hedge Fund Manager told the audience at the World Economic Forum in Davos...
Livewire Exclusive
Livewire Markets
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