Benign September quarter inflation clears the way for a rate cut next week

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Headline September quarter inflation came in right as expected at 0.6% in the quarter or 3.5% year on year. However, the key is that the underlying measures came in at

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27 Oct 2011

Oliver’s Insights: What next for China?

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After Europe and the US have effectively played a tag team in causing consternation for investors over the last six months, it seems China may be joining in as well. 

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24 Oct 2011

Oliver’s Insights: Outcome based investing – new ways of managing multi asset portfolios

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Almost a decade ago I thought we had come into a world of lower and more volatile investment returns, after the well above average returns of the 1980s and 1990s. 

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14 Oct 2011

Oliver’s Insights: Weekly economic and market update

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The game of “yes we will, no we won’t” political ping pong is continuing in Europe. On the negative side there were problems with a European bank requiring government support,

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10 Oct 2011

Mega trends for investors

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The day-to-day noise surrounding investment markets can be very distracting, making it hard for investors to see the wood for the trees. This is particularly the case with the Global

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26 Sep 2011

Asia & emerging countries vulnerability to European debt crisis

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The European debt crisis is still far from resolved and while we see growth in the US avoiding a return to recession, the risk is significant. With fears Europe and

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19 Sep 2011

Oliver’s Insights: Can gold keep going higher?

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Gold is one asset that has come through recent turmoil pretty well. But why is it doing so well? Is it a forewarning of inflation to come, or is it

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09 Sep 2011

Oliver’s Insights: Why yield matters

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The renewed turmoil of the last month or so has provided a reminder that we are in an investment environment of constrained capital growth and increased volatility. This is likely

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06 Sep 2011

The sharemarket panic – what happened to the global recovery?

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After the events of the last few weeks it’s easy to be bearish. After plunging nearly 20% from their highs earlier this year to the lows last week, global share

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20 Aug 2011

Weekly economic and market report

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Weekly economic and market report for week commencing 17 July 2011 Headline developments of the past week European debt problems took centre stage yet again over the last week. Until

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18 Jul 2011