Newsletter

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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APRA’s discussion paper dated 8 November 2018 has laid out the strong reasoning for requiring domestically systemically important banks (D-SIBs) to hold additional subordinated capital. In short, taxpayers should never …
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Ten years on from the Global Financial Crisis and the threat of another financial crisis in the medium term is now a solid possibility. There are signs of weakening economic …
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This time of year I usually take a break from writing articles and instead send through my best articles from the past year. This year I’ve dug back in the …
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