Oliver’s Insights: what to do?

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The investment environment remains tough. On a long term basis shares and other related growth assets look attractive after several years of poor performance. Against this, Europe and the US

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India’s state elections deal blow to economic reform hopes

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Indian stocks rallied in 2009 after general elections gave Prime Minister Manmohan Singh of the Indian National Congress party a more-cohesive coalition with which to accelerate the modernisation of India.

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The low return investment world 10 years on…

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A decade has now passed since I first wrote a note suggesting that we are coming into an environment of low and volatile investment returns. At the time I and

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Outlook for fixed income investing

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Despite the negative focus on European sovereign debt risk and falling returns, fixed income still offers some attractive investments. Cases can be made for allocations to corporate, high yield and

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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

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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

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New Carbon Tax: More or less certainty?

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Details on proposed Carbon Tax The Federal Government has proposed a new tax on carbon emissions of $23 a tonne to apply to 500 of the biggest corporate emitters from

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S&P Australian Equites Large-Cap review: more down than up

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Standard & Poor’s Fund Services today released its second batch of peer group ratings in its 2011 Australian Equities Large-Cap sector review for Income, Multi-Manager, Quantitative, and Unconstrained funds. We affirmed

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CommSec: Unemployment rate is a good indicator of job market health

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Labour force The unemployment rate was unchanged at 4.9 per cent in June. The participation rate edged up from 65.5 per cent to 65.6 per cent. The working age population

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