Newsletter

The debate over the longevity of the economic boom in China has long divided economists and financial market participants. On one side are believers that China’s economic miracle will continue, …
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The RBA quietly admits responsibility for bubbly house prices This month the RBA quietly admitted that low interest rates have played a big part in the rise in Australian house …
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Howard Marks has long been regarded as one of the great investment communicators; wise enough to understand how investment markets work and witty enough to explain it in an interesting …
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Ray Dalio has written a seminal book on debt crises in his recently released “A Template for Understanding Big Debt Crises”. In the first section, the book takes readers through …
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In April 2016 I published an article on the myriad of problems in Australian financial services that ASIC had failed to address. The article was written shortly after the announcement …
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At this time of year many investors look back on the returns achieved in various asset classes in the previous year and reconsider their asset allocations. In 2018, Australian government …
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