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Market Wraps
inflation
Latest news and analysis on inflation
Macro
February 20, 2019 15:21
Making the case for a cut
The Australian economy performed well during 2018 with rising GDP, lower unemployment and stable inflation. Despite this, the outlook for 2019 is not as positive, as a...
Chris Rands
Yarra Capital Management
February 20, 2019 15:21
Macro
January 17, 2019 17:32
Inflation and the US Dollar Devaluation
After a recent trip to Argentina over the Christmas break, we couldn't help but notice the relentless rise in prices the country has experienced in recent years. This...
Scott Williams
Fiftyone Capital
January 17, 2019 17:32
Macro
January 14, 2019 12:38
Divergence, disruption and debt-overhang
We believe there are three key themes that will persist in 2019; divergence, disruption and debt-overhang. Invesco's Chief Global Market Strategist, Kristina Hooper,...
Ashley O'Connor
Invesco
January 14, 2019 12:38
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Macro
January 14, 2019 10:03
This is what Gold looked like in 2001
After the strong rally which saw gold put on USD $100oz in Q4 2018, the precious metal market has undergone a much needed consolidation over the last fortnight, with...
Jordan Eliseo
ABC Bullion
January 14, 2019 10:03
November 27, 2018 11:24
A ticking time bomb in 7 charts
In part one of this deep-dive, we analysed the economic impact a demographic headwind can have using Japan as a case in point. In part two, we looked at how an ageing...
Chris Rands
Yarra Capital Management
November 27, 2018 11:24
November 21, 2018 09:00
Funding the challenge: the impact of an ageing population on government debt
In part one of this deep-dive, we analysed the economic impact a demographic headwind can have using Japan as a case in point. In part two, we look at how an ageing...
Chris Rands
Yarra Capital Management
November 21, 2018 09:00
November 20, 2018 09:18
Looking to the East – A lesson from Japan
In 2011 a dramatic shift occurred throughout the developed world — working-age populations began a multi-decade decline. Demographic shifts in an economy like this can...
Chris Rands
Yarra Capital Management
November 20, 2018 09:18
Expert Insights
November 16, 2018 15:34
Death spiral for the housing
market
East Coast residential property continues to soften as credit tightens, but in this interview with Charlie Jamieson, CIO at Jamieson Coote Bonds, he warns that...
Livewire Exclusive
Livewire Markets
November 16, 2018 15:34
November 16, 2018 15:06
5 things to watch in 2019
abrdn .
abrdn
November 16, 2018 15:06
August 16, 2018 11:40
Staying invested during ‘The Great Unwind’
A group of factors that supported the equity bull market for almost a decade, including excess liquidity, low volatility, and low rates, are now unwinding in a...
KAM
K2 Asset Management Holdings Ltd
ASX:KAM
Followed by
2
people
KAM
K2 Asset Management Holdings Ltd
ASX:KAM
Followed by
2
people
Mark Newman
K2 Asset Management
August 16, 2018 11:40
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