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1 August 2025
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The lending patterns of households and businesses, when compared against GDP and disposable income, can provide useful insights into where the economy is headed.
Despite the recent falls, the performance of Chinese shares over the last 12 months is still above Japan, Europe, the US and Australia. But the Chinese market is a casino, and currency movements are more important.
Long term investors look forward to market-wide falls because good companies are sold off along with the rest. It gives a chance to buy into companies that were previously considered too expensive.
Many people have been quoting the Australian shares return for FY2015 as 2.4%, but that is only the price index. The accumulation index is up a healthy 7.1%. All asset classes generated returns well above inflation and cash rates.
It is widely believed that rising bond yields should be bad for share prices. But is this true in real life? The relationship between government bond yields and the price of shares is more complex than it first seems.
The spike in the value of Chinese stocks in the last year has reached 120%. Driven by locals using margin debt and foreigners wanting some of the action, how long will it last?
With term deposit rates falling, bonds holding up but with risks attached, and stocks yielding comparatively paltry sums, finding decent income is becoming harder. Here’s a guide to the best places to hunt for yield.
A tearful Treasury chief, a backbench rebellion, and crashing bonds. What just happened in the UK and why could Australia’s NDIS be headed for the same brutal fiscal reality?
Many investors are hesitant to buy into a market that feels like it’s already climbed too far, too fast. But what does nearly a century of market history suggest about investing at peaks?
China's steel production, equivalent to building one Sydney Harbour Bridge every 10 minutes, has driven Australia's economic growth. With China's slowdown, what does this mean for Australia's economy and investments?
Stablecoins have been hyped as a gamechanger for the payments industry. But while they could find success in certain niches, a broader upheaval of Visa and Mastercard's payments dominance looks unlikely.
Investors view infrastructure as a defensive asset class rather than one with compelling growth prospects. These five tailwinds for demand over the coming decades suggest that such a stance could be mistaken.
We are trading through one of history's most confounding market environments. One day, financial headlines warn of doomsday scenarios. The next, they celebrate a new golden age. How can investors keep a clear head?