If the media is to be believed, the reason the real estate market is so hot is due to foreigners, especially Chinese, turning up with blank …
Ever since commodity prices and the mining investment boom peaked three or four years ago there has been a constant chorus of doom regarding…
There has been much talk about the “search for yield” in investment markets. Investor interest in decent yield bearing investments has s…
Last year saw more worries: Renewed fears about Europe; more US “double dip” fears; weaker growth in the emerging world; US drought thre…
This year saw more worries: Renewed fears about Europe; more US “double dip” fears; weaker growth in the emerging world; US drought thre…
Global shares have hit another rough patch recently. This started in mid-September, spread to Australian shares in mid-October and to Asian …
China joined Europe and the US this year as a source of consternation for investors with growth slowing more than expected. This fuelled fea…
Since the GFC, excessive debt has been a source of volatility and constraint for various countries, notably the US and Europe. Initially…
The Australian economic outlook has clearly deteriorated. Recognising this, the RBA has resumed interest rate cuts. Our assessment remains t…
