CIO Monthly Notes

Lower cash rates not good news for everybody

  Over the past six months the market has increasingly…

Market repositioning under way over Opposition policy

  Looking at the recent polls and the betting odds,…

Slowdown a blow, but there are green shoots for wages

While a slowdown in economic momentum is not really a big…

Weaker house prices imply Steady cash rates ahead

  The Australian cash rate has now been at the historic…

Portfolio implications of a weaker AUD…

  The recent AUD weakness will have some obvious…

Reporting Season Outlook

  As we approach the regular reporting season there…

Fiscal Year 2019 Outlook

  Despite the higher market volatility, equity market…

Asset Allocation 101

  As we head towards fiscal year-end many investors…
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