Economy

Could China’s Path to Stability be an Investor’s Opportunity?

Could China’s Path to Stability be an Investor’s Opportunity?

Nov 14, 2024Economy, Market Insight

In the wake of the recent U.S. election and Donald Trump's return to the White House, global market sentiment remains cautiously optimistic; however, there is widespread speculation regarding the potential impacts on international trade and diplomacy. While many...

Understanding the Latest CPI Data: Is Inflation Moderating?

Understanding the Latest CPI Data: Is Inflation Moderating?

Jul 31, 2024Economy, Market Insight

As investors, staying informed about economic indicators is crucial to making sound investment decisions. The Consumer Price Index (CPI) is one such indicator, providing insights into the inflationary trends within the economy. Today, the Australian Bureau of...

All Time Highs: Japan’s Revival

All Time Highs: Japan’s Revival

Mar 6, 2024Economy

On 22 February 2024, Japan’s Nikkei 225 closed at ¥39,098.68, eclipsing the previous record high set in December 1989–a staggering 34 years ago. As we highlighted in a prior article, Japan went through a truly extraordinary boom in asset prices through the 1980s that...

Insurance: A Rare Winner from Higher Interest Rates?

Insurance: A Rare Winner from Higher Interest Rates?

Feb 25, 2024Economy, Market Insight

It’s a common investing belief that higher interest rates are a negative for stocks. As the world’s most famous investor Warren Buffett creatively described at the Berkshire Hathaway (NYSE: BRK.B) 2013 annual general meeting, “Interest rates are to asset prices, you...

2024: All About the Vibe

2024: All About the Vibe

Feb 5, 2024Economy, Market Insight

  As we highlighted in our prior market insight, 2024 is set to be a historic year for elections, with more than 2 billion of the world’s population across 50 countries set to head to the polls. The most widely publicised is undoubtedly the United States, where...

From Doom to Boom: The Story of 2023’s Economic Surprises

From Doom to Boom: The Story of 2023’s Economic Surprises

Nov 23, 2023Economy, Market Insight

From Doom to Boom: The Story of 2023’s Economic Surprises 23/11/2023 As we highlighted in last week’s article “The Power of Positive Thinking,” 2023 began with many dire predictions about the economy and asset prices. So far, these forecasts have not borne fruit, with...

Japan: Is Now the Time to Invest?

Japan: Is Now the Time to Invest?

Sep 21, 2023Economy

Japan went through an historic boom that peaked in the late 1980s and early 1990s. Asset prices rose at an incredible pace, with the price of land absolutely rampant, increasing by as much as 5,000 per cent between 1956 and 1986. So distorted were land prices that...

U.S. Credit Rating Downgraded by Fitch

U.S. Credit Rating Downgraded by Fitch

Aug 14, 2023Economy, Market Insight

U.S. Credit Rating Downgraded by Fitch 10/8/2023 Fitch announced last week that it downgraded the United States’ long-term credit rating from the AAA (the highest possible rating) down to AA+ (the second highest rating). For those that are unfamiliar, Fitch is the...

Diversification: Can You Have Too Much?

Diversification: Can You Have Too Much?

Jul 12, 2023Economy, Market Insight

Diversification: Can You Have Too Much? 13/7/2023 Diversification is no secret, it’s a well-known part of investing. “Don’t put all your eggs in one basket” is a common phrase that we learn at a young age, and something that most people put into action, at least to...

What is a recession and what does it mean for investors?

What is a recession and what does it mean for investors?

Jul 6, 2023Economy, Market Insight

What is a recession and what does it mean for investors? 6/7/2023 Fearing a recession is natural. Recessions are an economic reality. They typically start before anyone realises they’re happening and end before economists have enough data to know they’ve finished....

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