5 November 2026

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Home / Author: Don Stammer

Don Stammer

Investors are too relaxed about inflation risks

It's too easy to think the future will be a simple extrapolation of the recent past. Just because inflation has been well under control in recent years doesn't mean we should ignore the inflation risks.

Don Stammer
20 March 2015

Why we’re talking about 'secular stagnation'

Secular stagnation can result from a sustained lack of demand or low growth in productivity, and can create low or negative investment returns. Could this happen in Australia?

Don Stammer
22 August 2014

Investors need to allow for future cycles

Economic and investment market cycles do not make for a comfortable ride when making investment decisions and they’re not about to disappear despite numerous smoothing attempts. Face it, cycles just happen.

Don Stammer
16 May 2014

Liquidity is abundant despite QE wind down

Despite the Federal Reserve's tapering of its QE policy, liquidity in developed economies will remain abundant with the major central banks adding another USD1 trillion in 2014. But watch for global inflation.

Don Stammer
14 February 2014

Happy 30th, $A float best policy change in post-war era

Let's celebrate the positive effects of a floating exchange rate and the way it adjusts to make economic policy more effective. With some exceptions, a floating currency acts as a shock absorber to cushion volatility.

Don Stammer
22 November 2013

Nominal and real interest rates matter in different ways

Around the world, real interest rates are now unusually low or even negative. The hunt for real yield that’s become a preoccupation of investors is likely to remain a dominant feature of investment markets for several years at least.

Don Stammer
16 August 2013

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Superannuation

Superannuation’s structural failings

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Planning

The great wealth transfer myth

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Investing

Can Berkshire thrive without Buffett?

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Retirement

The Bengen 4% Rule: Lost in translation

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Jeremy Duffield, Mikhail Walden
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Super low interest rates came with side effects

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Michael Collins
4 November 2026

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