Blogs by Tags
Investing Outlook
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Will Australia go into a recession? here's 9 reasons why not.
Key points
- Australian growth is likely to remain weak over the next year. Expect further monetary & fiscal stimulus.
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US-China trade war escalating
and triggering (another) correction in the share markets...
Key points
- The trade war between the US and China is escalating, posing a rising threat to global growth.
- Although we remain of the view that a deal will be reached, the risk has increased.
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2017-18 - a good year for diversified investors
...but there’s a few storm clouds around.
Key points
- 2017-18 saw strong returns for diversified investors, but it was a story of two halves with strong December half returns but more volatility in the past 6 months.
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Will Australian House Prices Crash? Five reasons why it’s more complicated than you think!
Over the past 5 years, I have written annually where I thought the property market was, and what was likely to happen moving forward. So far I’ve had a 100% success rate. I guess I wouldn’t be writing this if I got it wrong.
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