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Graham Hand

Ian Macfarlane on central bank policies, inflation and China

At the recent Morningstar Investment Conference, Ian Macfarlane shared his thoughts on central bank policy, emerging markets with a focus on China, and Australia. This is Part 1 of the edited transcript. Part 2 next week.

First Home Saver Account benefits abolished

The benefits in the First Home Saver Account were abolished in this week's budget, removing an excellent first home savings vehicle, even for the 46,000 people who already have one.

Glenn McGrath and Chris Cuffe on leadership

Audio files of opening talks by former cricketer Glenn McGrath and Chris Cuffe at the Actuaries Institute Financial Services Forum on 5 May 2014.

Barry et al, this is what a good gift policy looks like

ICAC has opened an important public debate on funding political parties and accepting gifts. As long as the compliance regime and corporate culture are strong, there’s not much scope for abuse in a good policy.

Latest Updates

Taxation

3 ways to defuse intergenerational anger

With the upcoming budget increasingly likely to include bold proposals to alter the tax code I’ve outlined three incremental steps with fewer unintended consequences.

Economy

Why an extended US-Iran war will punish mortgage holders

The impact of the Iran War is far more than expensive petrol. Higher oil prices have secondary inflationary impacts that reverberate throughout the economy which could be bad news for Australians with mortgages.

Infrastructure

Don’t forget the yield

Global Listed Infrastructure dividends are forecast to grow 5-6% p.a over the next two years. After a hiatus, share buybacks are back on the agenda and will play an integral role in shareholder returns.

Iran war hands politicians free ticket to blame oil prices for inflation

Past oil shocks offer lessons for investors dealing with the fallout from the Iran War and the ongoing impact on inflation.

Economy

Japan 2026: A new PM heralds a new golden age?

Former Australian Prime Minister, Paul Keating, once said "When you change the government, you change the country." We're about to see whether that holds true in Japan.

Investment strategies

Why are central banks moving from US Treasuries to gold?

Central banks now hold more gold reserves than US Treasuries, signalling a shift in safe-haven asset strategy and portfolio diversification as geopolitical risks increase.

Strategy

Has global human wellbeing peaked? What the data reveals

Historically economic progress is measured by GDP growth but there is an increasing body of work that explores quantitative measures of wellbeing.

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