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Economic Conditions

1-9 out of 9 results.

Has inflation peaked? The yes and no arguments

Investors are hanging on every inflation announcement, both in Australia and overseas, as they will guide the direction of interest rates and economic growth. Let's look at both sides of the inflation argument.

Howard Marks on 'Which way now?' - UPDATED

Howard Marks is the largest investor in the world in distressed securities. What does he think after checking the virus positives and negatives, and how much has he changed his mind in only a few days?

The death of value investing in a low growth world

For value investing to remain a rational strategy, mean reversion must hold true, which requires supportive economic conditions. But historical ranges are not relevant to companies losing market share.

Shifting asset allocations by Sovereign Wealth Funds

Sovereign Wealth Funds control hundreds of billions of dollars of investments, and how they change their asset allocations can affect prices across listed and unlisted markets.

Is bank bias worth the risk?

The Big 4 banks make up nearly 30% of the ASX, and Australian shares make up a significant proportion of most multi-asset portfolios. Even if you can't resist the bank dividends, you should review your level of exposure.

Why investors buy bonds at negative yields

Investing into bonds when you know you will lose money sounds crazy, but aside from interest rates, there’s deflation, economic stability, safety and currency issues to consider.

This is mean (-reverting that is)

Fundamentals might not be making a lot of sense right now, but sooner or later mean reversion will kick in. Nobody knows the timing but you should be standing near the exit doors to take advantage of it.

Soft labour market's impact on retirement outcomes

The ‘economics of retirement outcomes’ is a concept that explores how economic developments can affect retirement outcomes. The current soft labour market is one of those developments.

Company reporting and tired excuses

It's all too easy for companies to point the finger at external factors to explain poor performance, but when the same excuses are repeated year after year, it's time to look within for the real cause.

Most viewed in recent weeks

How to enjoy your retirement

Amid thousands of comments, tips include developing interests to keep occupied, planning in advance to have enough money, staying connected with friends and communities ... should you defer retirement or just do it?

Results from our retirement experiences survey

Retirement is a good experience if you plan for it and manage your time, but freedom from money worries is key. Many retirees enjoy managing their money but SMSFs are not for everyone. Each retirement is different.

A tonic for turbulent times: my nine tips for investing

Investing is often portrayed as unapproachably complex. Can it be distilled into nine tips? An economist with 35 years of experience through numerous market cycles and events has given it a shot.

Rival standard for savings and incomes in retirement

A new standard argues the majority of Australians will never achieve the ASFA 'comfortable' level of retirement savings and it amounts to 'fearmongering' by vested interests. If comfortable is aspirational, so be it.

Dalio v Marks is common sense v uncommon sense

Billionaire fund manager standoff: Ray Dalio thinks investing is common sense and markets are simple, while Howard Marks says complex and convoluted 'second-level' thinking is needed for superior returns.

Fear is good if you are not part of the herd

If you feel fear when the market loses its head, you become part of the herd. Develop habits to embrace the fear. Identify the cause, decide if you need to take action and own the result without looking back. 

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