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Latest
Buy Hold Sell
Undiscovered Funds
Series
Buy Hold Sell
Fund in Focus
Listed Series
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Success and More Interesting Stuff
The Pitch
The Rules of Investing
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macroeconomics
Latest news and analysis on macroeconomics
Macro
December 14, 2018 12:37
The Fed has built a Maginot line, and there is movement in the Ardennes...
We are all familiar with the Maginot line. A fortified defence on the border of France and Germany, built by France mostly in the 1930’s to prevent a German invasion. ...
Brett Gillespie
Global Macro
December 14, 2018 12:37
October 17, 2018 14:16
The politics surrounding Brexit
In 1979, Greenland was granted autonomy within the Danish Realm and three years later the island’s parliament held a vote on EU membership. The main issue was control...
Magellan Financial Group
Magellan
October 17, 2018 14:16
Macro
October 12, 2018 06:49
Young man, are you listening to me?
Are you the hunter? Or the hunted? Never thought about it like that when it comes to investing? Well then you are the hunted. The hunter is patient. Very patient....
Brett Gillespie
Global Macro
October 12, 2018 06:49
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Expert Insights
October 08, 2018 13:13
How to make better
forecasts
Making accurate predictions is hard, especially about the future. Chris Rands, Portfolio Manager at Nikko Asset Management, says that he likes to focus on demographics...
Livewire Exclusive
Livewire Markets
October 08, 2018 13:13
February 20, 2018 10:41
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
February 20, 2018 10:41
Macro
February 05, 2018 12:00
How the GFC is reshaping economics
The severity of the global financial crisis, and the weakness of the subsequent recovery, triggered much soul-searching among the economics profession. The global...
Paul Diggle
Aberdeen Standard Investments
February 05, 2018 12:00
October 25, 2017 16:16
Unseen risks in the banking sector
The relative fortunes of banks in different parts of the world have been increasingly indicative of underlying trends in currency markets. The question is, however, is...
Daniel Want
Prerequisite Capital Management
October 25, 2017 16:16
September 28, 2017 13:42
Australia: The land of the rolling Boom
Australia has just celebrated 26 years without a recession and the Government as well as the Reserve Bank of Australia (RBA) are cheering the ongoing growth. In fact,...
Guy Carson
Quick Brown Fox
September 28, 2017 13:42
February 24, 2017 13:00
Could GDP surprise to the downside once again?
GDP surprised to the downside in the September quarter; despite consensus expectations of 0.3% quarter-on-quarter (QoQ) growth, the actual result was -0.5%. According...
Patrick Poke
Livewire Markets
February 24, 2017 13:00
February 15, 2017 09:57
Why the Aussie dollar is flying high
Stephen Koukoulas
Market Economics Pty Ltd
February 15, 2017 09:57
February 10, 2017 13:30
Passing the baton
Vimal Gor
Pendal Group
February 10, 2017 13:30
February 10, 2017 10:11
Where are we in the global investment cycle?
Shane Oliver
AMP
February 10, 2017 10:11
February 01, 2017 13:39
Continuing strength in Australian house prices
Shane Oliver
AMP
February 01, 2017 13:39
January 11, 2017 10:35
Gross: The key level to watch in 2017
Patrick Poke
Livewire Markets
January 11, 2017 10:35
January 10, 2017 08:50
My 2017 forecast – Sell most things
Stephen Koukoulas
Market Economics Pty Ltd
January 10, 2017 08:50
December 01, 2016 12:20
ABS housing data points to pain ahead
Patrick Poke
Livewire Markets
December 01, 2016 12:20
November 09, 2016 08:47
Gold: Relief rally, or new bull market?
Chris Watling
Longview Economics
November 09, 2016 08:47
October 21, 2016 10:33
Buckle up Dorothy. Kansas is going bye-bye
Roger Montgomery
Montgomery Investment Management
October 21, 2016 10:33
September 07, 2016 18:40
Stepping in to the breach
Stephen Roberts
Altair Asset Management
September 07, 2016 18:40
September 01, 2016 09:59
Housing conundrum
Stephen Roberts
Altair Asset Management
September 01, 2016 09:59
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