Brexit and its contagion

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Bill Priest, CEO and co-CIO at New York-based Epoch Investment Partners, manager of the Grant Samuel Epoch Global Equity Shareholder Yield Funds, provides an update with two subjects — Epoch’s... Read more continue reading

King, Keynes and Knight: Insights into an uncertain economy

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One small footnote to the Brexit controversy: It has invigorated my interest in Lord Mervyn King’s concept of radical uncertainty. As the former governor of the Bank of England laid... Read more continue reading

SQM Research releases it’s market view report on the Labor Party’s negative gearing policy

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SQM Research, Australia’s most respected property investment research house, yesterday released a report into the likely housing market effects of The Labor Party’s proposal to change negative gearing. Key findings Yields... Read more continue reading

World economy: real confirmation of a rebound in economic data

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The latest ‘Economic Insights’ paper from Principal Global Investors’ Chief Global Economist, Bob Baur, and Senior Global Economist, Robin Anderson, concludes that the world economy is in the midst of... Read more continue reading

87 percent of businesses think economy is slowing or standing still

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Eighty-seven percent of Australia’s small and medium businesses now think the economy is either slowing (35%) or standing still (52%), while only 13 percent think it is growing, according to the... Read more continue reading

The Illiquidity Illusion

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Financial markets have gone through seismic changes since the global financial crisis, including the passage and continued implementation of both Dodd-Frank and European Market Infrastructure Regulation. These new regulations, geared... Read more continue reading

The good, the bad and the likely: What the Government will – and could – consider in the upcoming Federal Budget

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The 2016 Federal Budget is only a few months away. While tax reform is likely to be on the menu for Budget night, there are also other areas that are... Read more continue reading

The rates war

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The aftermath of the global financial and sovereign debt crises have left economies worldwide struggling to find their footing. After years of government intervention, such as Quantitative Easing (QE) programs,... Read more continue reading

Liquidity flows: Economic cycle still on sustainable path

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The US economy has faced persistent fears of setbacks, but the recovery continues to move forward. Our proprietary liquidity indicator suggests that the economic cycle remains on solid ground and... Read more continue reading

Are central banks losing their effectiveness?

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The use of low interest rates by central banks to help assist recovery is unlikely to have the desired effect, and may ultimately cause significant market disruption, says Chris Bedingfield,... Read more continue reading