Opinion
Consumers are still spending, reducing savings to maintain lifestyles despite weak wages growth. Warren Hogan sets the scene for a declining housing market and an RBA rate cut
Opinion
Political risk is rising. The surprising Liberal party shenanigans last week are part of a broader discontent. Craig Swanger analyses the impact for investors.
Opinion
Renowned economist, Stephen Koukoulas assesses the downside risks to the AUD
Opinion
We discuss this year's Russell ASX long term investing report. Investing, as opposed to trading should focus on long term objectives. How do your investments compare to the averages and should you reconsider your asset allocations?
Opinion
This week our Director of Investment Strategy, Asmita Kulkarni discusses the latest rating agency RMBS report which shows arrears remain at very low levels supported by stable employment figures.
Opinion
Your portfolio allocation needs to change as you age. The defensive qualities of corporate bonds, suit SMSFs looking for reliable income streams and capital preservation. If you're holding too much cash to protect your portfolio, you need to read this note.
Opinion
Last month, esteemed economist Saul Eslake attended a gathering of about 25 current and former bank chief economists from around the world. Read about their consensus views and the potential damage of an all out trade war
Opinion
The monolith, CBA is also a bellwether for the broader housing market, so worth analysing for investors with exposure to residential property, either direct or indirect such as Residential Mortgage Backed Securities (RMBS)
Opinion
We demonstrate the impact of Labor's proposed franking credit changes and why subordinated bonds become relatively much more attractive.
Opinion
UK based foreign currency expert, Patrick Reid discusses recent trends and expectations