Wednesday, March 9th, 2016
A few months ago, following the release of the September Quarter national accounts, we opined that Australian’s would be shocked to learn when Australia’s net foreign debt breached $1 trillion in the December Quarter. We were wrong on two accounts....Click to view
The Climate – Blog
The trillion dollar secret
Three securities for yield-seeking retirees
Wednesday, February 17th, 2016
John Abernethy, Chief Investment Officer The spike in “perceived risk” that has engulfed asset markets in 2016 has resulted in a sharp decline in the prices of various good quality listed income securities. We highlight three securities for yield-seeking retirees:...Click to view
The good and the bad news for Aussie retailers
Wednesday, February 3rd, 2016
At our recent December investor briefings held around Australia, we highlighted many issues that investors needed to consider for 2016. In particular, we forecast that many import based retailers would be adversely affected by the devaluing $A. We felt that...Click to view
The Big S for Australia
Thursday, January 21st, 2016
Australian share market investors could be excused for thinking that the Australian sharemarket deserves a bit role in the recent smash hit movie, ‘The Big Short’ given its extraordinary volatility over the last 6 weeks. But is the market indicating...Click to view
Deflation a likely threat to investors
Wednesday, January 13th, 2016
World equity markets continue their gyrations which have been a common occurrence throughout 2015 and more specifically in the recent December Quarter. Specifically the Australian share market index traded through an 8% price range throughout the recent quarter. It was...Click to view
