Economic

Latest news and analysis on Economic

Asset Allocation

Riding the Australian recovery

When I opened my last letter to investors in June, I said that recovery was certain. The extraordinary fiscal response, and a likely vaccine, would help end the sharp...
John Abernethy
Clime Asset Management
Macro

When counterfactuals are hidden and histories alternative

As Australia sets to emerge from this once-in-a-century pandemic, some of us do wonder was it all worth it? If COVID-19 was not as bad as the forecasters led us to...
Andrew Macken
Montaka Global Investments

The 97% / 3% economy

Stephen Roberts
Stephen Roberts
Altair Asset Management

Economic Insights: In 2016, we expect the Australian cash rate to remain steady in the short term, soft domestic GDP growth, and more Fed rates hikes.

Altair Asset Management
Altair Asset Management

The six Cs that turned the market - Our market and economic insights video

Wealth Know How
Wealth Know How

Commodities turn and equities rally - Economic & Market insights

Wealth Know How
Wealth Know How

Fed holds rates, upsets markets

Wealth Know How
Wealth Know How

Markets await Fed response

Wealth Know How
Wealth Know How

Our Market & Economic Insights - Shock waves from the rumbling Renminbi

Wealth Know How
Wealth Know How
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