CIO Monthly Notes
Plenty of fiscal stimulus heading the economy’s way
The slowdown in the global and domestic economies over the…
Lower cash rates not good news for everybody
Over the past six months the market has increasingly…
Slowdown a blow, but there are green shoots for wages
While a slowdown in economic momentum is not…
Thoughts of RBA rate cut a scenario few saw on horizon
The downgrades in both the Australian growth…
Be aware, take some risks and remember to sleep at night
Following a volatile December 2018 quarter…
Festive season a time for reflection and re-evaluation
As we approach the Christmas holiday break there is…
Robust greenback helps fuel continuing market volatility
The month of October has seen a spike in equity market…
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 implications…
Reporting Season Outlook
As we approach the regular reporting season there is…
