recession

The negative effects of ALP policies on housing, SMSFs and profit margins are already impacting certain sectors of the market, such as banks, residential property...

Much has been made of Australia’s nearly 28 years without a recession. Despite many seeing recession as inevitable in response to the 1997 Asian crisis, the 2000-2003...

Chris Watling, CEO and Chief Market Strategist at Longview Economics, recently sounded the recession alarm on the Australian economy. We had the chance to sit down...

Australian bond yields declined rapidly over the December quarter, anticipating a major slowdown in the Australian and global economy. Real estate has a correlation to...

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...

Let’s start by defining what a recession actually is. Google’s dictionary defines it as ‘a period of temporary economic decline during which trading and industrial...

In October the whole firm was rounded up and marched over the road to the grand ballroom of the Wentworth Hotel to hear about the launch of the new US Technology Fund....

There is an odd stat that will haunt a few… the S&P 500 was down -3.2% last night. Now there have only been 3 other years where the market has a -3% in December. 1987,...

Looking at news headlines, there seems to be a growing consensus of an impending recession by 2020. To support this view, many have pointed towards a flattening yield...

10 years into the recovery, and with valuations close to or at historical highs, there’s little denying that we’re getting late in the cycle. However, Amit Lodha,...

Much has been made over whether the flattening of the yield curve is signalling an increased risk of recession in the US. Yet the key is not whether the yield curve...

For years now, many have told us that Australia is heading for an imminent recession. By contrast official forecasts have long been looking for several years of above...

When a young Charlie Jamieson arrived at work in London on September 11th, 2001, little did he know how much that day would affect his views on markets. At the time,...

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...

In response to the calamity caused by the GFC, interest rates were cut to near zero and we doubled the amount of debt outstanding. Fast forward and interest rates are...

The US economic expansion has just become the second longest on record. If it continues beyond mid-2019, it will be number one. Its longevity is probably due to a...

The prospect of a trade war has become more significant again. While China may fare worse than the US in this scenario, there are some broader implications that could...