Why are Australian shares lagging? Will it continue?

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Key points Australian shares have disappointingly underperformed traditional global shares over the last year on the back of monetary tightening, worries about a housing bubble, the strong $A and Chinese

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Investor Signposts: Week Beginning December 19 2010

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The big picture One of the biggest furphies in 2009 was the claim that Australia had a ‘bubble’ in the housing market. It didn’t and still doesn’t but to some

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Big issues for 2011

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Has consumer spending fundamentally changed? Is the US economy about to take off? Will China continue to dominate? Will the Aussie dollar be stronger for longer? How high will interest

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Australian housing – is it a bubble? What’s the risk?

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Key points Australian housing is not in a bubble but it is very overvalued, and combined with high debt levels leaves Australian households vulnerable should anything significantly threaten house prices.

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China boom or bust or neither?

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Key points Further tightening in China is likely to ensure that inflation expectations remain under control and to mop up capital inflows flowing from US quantitative easing and Chinese resistance

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PIMCO forecasts positive outlook for Australia: quality RMBS stand out as key investment opportunity

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Australia has a positive investment outlook with flexible economic conditions and a clean banking sector Australian residential mortgage backed securities offer attractive relative value Claims that Australia is in a

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Top Five Questions Investors Ask

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The GFC and subsequent volatility has increased the number of market presentations my team and I have been asked to do for the clients of financial planners. I thought you’d

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