Econosights – positive supply shocks

Post pandemic, the supply of labour has increased in many major economies, including the US and Australia, through elevated immigration and a lift in the participation rate to a record high.

Oliver’s Insights – seasonal patterns in shares

This article looks at seasonal patterns in shares and whether its time to “sell in May and go away” along the lines of the old share market saying.

Econosights – does the Federal Reserve have to cut rates first?

In this Econosights we look at whether the US Federal Reserve will be the first major central bank to cut interest rates in this cycle.

Oliver’s insights – the art of happiness

This article looks at happiness and whether economics is failing us with its focus on GDP and consumption.

Israel/Iran fears and rate cut uncertainty

Stay up-to-date with the latest information, views, and expert opinions to help you take care of your financial future.

Seven things you need to know about the Australian property market

The Australian housing market has started the year on a solid note with national home prices up 1.6% over the first three months according to CoreLogic. We had thought the drag of high mortgage rates would get the upper hand again but the supply shortfall is continuing to dominate.

Weekly market update 05-04-2024

Global sharemarkets under pressure this week; oil prices up; metals prices surging; Fed Chair Powell sounds like he still wants to cut rates later this year; and more.

Seven lasting impacts from the COVID pandemic

Seven lasting impacts from the COVID pandemic Key points – Seven key lasting impacts from the Coronavirus pandemic are: “bigger” government; tighter labour markets; reduced globalisation and increased geopolitical tensions; higher inflation; worse housing affordability; working from home; and a faster embrace of technology. – On balance these make for a more fragmented and volatile world for investment returns. But it’s not all negative. Full Details here:-  Download PDF version

INSIGHTS: March 2024 Market update

March 2024 Market update Summary Global share markets rose over February and were notably strong in Asia as Chinese markets bounced sharply from very oversold conditions, and the US technology sector led by Nvidia and the AI boom. Most bond, credit and real asset markets were flat to down, consistent with rate movements. Bond yields rose as sticky inflation concerns mounted – the market priced out over half of the seven US rate cuts previously …