Economic data has been coming thick and fast and while it could be a case of overload, our Senior Economist, Craig Swanger puts a different slant on the news, making some logical conclusions for investors
This note is a broad introduction to three others, all by Senior Economist Craig Swanger.
1. Strategy – Exporters’growth likely to disappoint, invest in the bonds over the shares
New data from Japan and China suggest Australian exporters will struggle to grow earnings in the coming years, which leads us to conclude its better to invest in bonds over shares in this sector. Please click here to read the article.
2. Inflation up, US Fed leaves rates on hold and the Future Fund cuts its equity allocation
Three interesting news reports for Australian investors - none of which will be a major surprise to regular readers of The Wire. Click here to read the full article.
3. Property takes a turn
Sydney property prices took their largest ever quarterly fall at the end of 2015. If the trend continues there are a number of implications for investors. Read more