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…
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