Opinion
From a high of 81 cents in January and back down to 77 cents this month, the AUD has had some sizeable swings this year. In this note, FX analyst Greg Gibbs looks at how a lot can be blamed on things happening outside of Australia
Opinion
SMSF expert and Head of Superannuation for Chartered Accountants Australia & New Zealand, Tony Negline explains how the proposed Labor Party changes to imputation credits will impact SMSFs and some of the possible remedies. Rumour has it that retirees could be affected by even more Labor changes if they win the next election.
Opinion
Labor's Batman by-election win in Victoria makes its proposed changes to franking rules more promising. It's a good time to reassess your investment decisions and potential loss of income, especially if you are invested in hybrids. These securities are expected to be less attractive and prices to be more volatile
Opinion
NSW state manager, Jon Sheridan pens his thoughts on Warren Buffett's recent Berkshire Hathaway shareholder letter. Buffett doesn't say it, but he knows something investors should all know about volatile assets
Opinion
This week, CBA launched a new bank hybrid hot on the heels of Westpac's new issue, which has us questioning: are hybrids any better than bank shares? We think both will react similarly in a downturn but hybrids are more complex
Opinion
Guest economist, Saul Eslake says the forecasting of an imminent collapse in Aussie housing prices from foreign and local observers ... is a bust. Compared to other countries, he suggests a 'housing bust' in Australia is an unlikely scenario
Opinion
Last month, volatility returned to the market disrupting the upward trend of higher share prices. This note compares the reaction and recovery of shares and corporate bonds during the GFC, giving you an idea of the sort of losses you can expect in a severe correction
Opinion
Guest economist, Saul Eslake looks at the current global shift by central banks in ‘advanced’ economies to increase inflation, rather than keep it down as seen in the past decade. He also details why tax cuts and Trump tariffs are likely to put the US under inflationary pressure this year
Opinion
Attention Sydney Airport holders, with the 2030s selling at a premium, it may be time to switch to the 2020 inflation linked bond for great relative value. You don't have to hold bonds to maturity, investors prepared to trade can earn higher returns. This note tells the story
Opinion
Stephen Koukoulas delivers his final note on why Australia is safe from a recession - for now. But what factors could drive our nation into one?