Download PDF copy Ever since major mining investment projects, such as Olympic Dam, started to be cancelled over a year ago and it became clear the mining investment boom was coming to an end, much uncertainty has surrounded the outlook for the Australian economy. This was not helped by a mediocre initial response to interest […]
Download PDF copy Ever since the global economy started to "recover" from the global financial crisis in 2009 a constant concern has been that all the money printing by central banks in the US, Europe and Japan will result in sharply higher inflation in developed countries. This has not happened. In fact over the last […]
Download PDF copy For twenty five years or so my core focus at work has been on the allocation of assets – shares, bonds, property, cash, Australian, global, etc – across multi asset portfolios. Some might say that’s a job that naturally flows from being an economist with a macro (ie big picture) focus. But […]
Shane Oliver discusses the outlook for the Chinese economy This video must be taken in its entirely and any given chapter viewed in isolation does not represent the entire message. If you’d like to discuss anything in this video please contact us today.
Download PDF copy It seems that every 6 -12 months the China perma bears roll out their worries again. At the core of such concerns are a bunch of structural issues: that China’s investment driven growth model is unsustainable, that its housing sector is overheated, that it has lost competitiveness and most significantly that it […]
Download Market Watch – October edition and read the full report. In this edition: World’s attention shifts to China and the forthcoming third plenary session. [1 min*] Portfolio manager Jonathan Reyes talks about infrastructure stock Transurban. [1 min*] The pressure eases on Australian dollar for the time being. [30 sec*] Europe faces an assessment of […]
Download PDF The collapse in short term interest rates and associated fall in long term bond yields has seen investors seek out decent investment yield in assets as diverse as corporate debt, property, infrastructure and shares. And more recently this has broadened into a general search for higher returns as confidence in the economic outlook […]