Is inflation peaking & what does it mean for investors?

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Banking crises are generally followed by sovereign debt crises and these tend to be followed by increasing inflation. Last month’s auction of German bonds failed to attract enough buyers and... Read more continue reading

The big issues for 2012

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Murphy’s Law states: Whatever can go wrong, will go wrong. And clearly 2011 could be best described as the year when Murphy’s Law reigned. First there were significant floods across... Read more continue reading

SMSF Academy: SMSF statistical overview welcome but missing micro view

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While the Self-managed superannuation funds: A statistical overview 2008/09 (the Overview) released by the Australian Taxation Office (ATO) provides many valuable insights into the sector, the statistics need to be more... Read more continue reading

RBA takes out insurance in an uncertain world

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The Reserve Bank Board has cut official rates for the second consecutive month, trimming the cash rate by 25 basis points (quarter of a percent) to 4.25 per cent. The... Read more continue reading

BetaShares launches Agricultural ETF

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BetaShares has announced the launch of the first Agriculture exchange traded fund (ETF) on the Australian Securities Exchange. The ETF, which will trade under the ASX code “QAG”, aims to track... Read more continue reading

Weekly market & economic update

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The past week has seen investors switch back to “risk on” in a big way thanks to talk of a fast tracked fiscal union in the Euro zone which will... Read more continue reading

Is it time to invest against the tide?

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The idea of a “V”-shaped stock market recovery was fuelled by expectations of a “V”-shaped economic recovery. This was not an unreasonable assumption based on the shape of previous recoveries... Read more continue reading

Business investment going gangbusters

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Business investment soared in the September quarter. New business investment in buildings or equipment rose by 12.3 per cent in the September quarter – the biggest quarterly gain in 15 years.... Read more continue reading

Oliver’s Insights: why the RBA should cut rates again

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After the Reserve Bank of Australia’s rate cut a month ago, the general consensus was there was little urgency for the RBA to move again. The most likely outcome seemed... Read more continue reading

Europe…it’s time…

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It is not only investors that are tiring of this interminable EU saga – it continues to bear down on activity levels across the world as illustrated by the recent... Read more continue reading