2 October 2026

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Home / Author: Bill Evans

Bill Evans

2023: a tale of two halves

Next year is when inflation falls, economies stall, central banks continue to tighten decisively in the first half, and are on hold by mid-year through to year-end. That'll pave the way for sustained policy easing in 2024.

Bill Evans
21 December 2022

Why the Reserve Bank will cut the cash rate twice

A close inspection of Reserve Bank Board minutes, the implications of US Fed moves, the way unemployment is measured and how monetary policy is set add up to a picture of further rate cuts.

Bill Evans
25 September 2019
12

A surprise domestic growth slowdown

One of Australia's senior economists expects local cash rates to remain unchanged through 2019 and 2020, and consumer spending looks weak. By 2020, US growth may be down below 2%.

Bill Evans
11 December 2018
1

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Exchange traded products

It’s time for LICs to die

A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

David Tuckwell
30 September 2026
37

Taxation

Will investors be better or worse off under new housing tax changes?

Housing tax reforms have sparked warnings of market turmoil and promises of greater fairness. But after modelling nearly two decades of property data, the results suggest winners and losers may not be who many investors expect.

Elyse Dwyer, Nick Garvin
30 September 2026
6

Retirement

Three considerations before reshaping your legacy plan

Many retirees hope to leave a legacy. Proposed trust tax reforms could force families to rethink. The question is not how much to leave behind, but whether today's inheritance plans will still make sense as circumstances change.

Felipe Araujo
30 September 2026
3

Investment strategies

Why experienced investors still get markets wrong

Retirement is approaching. Markets are noisy. And every headline seems to demand action. The biggest investment risk isn't fear, greed or market volatility, it often arrives disguised as research and sensible risk management.

Neil Rogan
30 September 2026

Why pay more for less?

Conditions were stacked in favour of professional investors in 2026. Most still fell short, raising questions about where investors should look for value. Meanwhile, an alternative strategy continued to make its case.

Russel Chesler
30 September 2026

Investment strategies

Bleeding air out of the bubble

Equity valuations have fallen sharply over the past year, yet investors have largely been spared the volatility and losses that typically accompany a de-rating. What explains this unusually orderly reset? Here are five key drivers.

Amr Hanafy, Jeff Blazek
30 September 2026
1

Strategy

Has AI gone rogue?

We worry about AI becoming conscious. But what if consciousness isn't the issue? The more unsettling possibility is a machine capable of pursuing objectives relentlessly, without motives, emotions, or awareness of any kind.

Tony Dillon
30 September 2026
2

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