Sunday, 23 January 2022

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10 little-known pension traps prove the value of advice Check eligibility for the Commonwealth Seniors Health Card Hamish Douglass on why the movie hasn’t ended yet Start the year right with the 2022 Retiree Checklist At 98-years-old, Charlie Munger still delivers the one-liners

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Home / Fiscal Policy

Fiscal Policy

1-11 out of 11 results.

Understanding QE and its impact on inflation

Tony Dillon
10 March 2021
11

With bond rates and Reserve Bank actions driving equity markets and inflationary expectations, it pays to understand what is really happening in both central bank and commercial bank balance sheets.

Britain amid COVID and the pain of the final exit talks

Michael Collins
4 November 2020

No option removes the existential threats to the UK stirred by its EU departure. What started in 2016 as enough voters defying the odds has left the UK dangling politically and economically amid a pandemic.

10 reasons low interest rates may limit growth

Michael Collins
14 October 2020
6

Ultra low interest rates could be counterproductive for economic growth. Policymakers need to rely less on monetary stimulus and be mindful of the side effects they are creating, especially for retirees and savers.

Trump’s fiscal stimulus threatens stocks

Hamish Douglass
7 November 2018
3

Stocks are vulnerable if interest rates rise much faster than expected on inflation concerns. What is the probability of this heightened risk and what are the consequences for portfolios?

Unconventional monetary policy is now conventional

Anne Anderson
15 September 2016

In a recent speech, US Federal Reserve Chair, Janet Yellen signalled that 'unconventional' monetary policy actions by central banks are likely to be 'normal' for many years.

Australia’s government debt and its ‘lazy balance sheet’

Ashley Owen
26 February 2015
13

Despite the wide-spread perception that Australia’s debt position is unsustainable, it’s low in an historical sense and when compared to national income. We could be making more use of it.

Policy pincers in Australia and the US

Ashley Owen
29 August 2014
1

Unemployment and inflation seem to be heading in different directions in Australia and the United States, but the outcomes for interest rates and equity markets might be the same.

Ian Macfarlane on emerging markets, banks and property prices

Graham Hand
30 May 2014
1

Part 2 of the edited transcript from the Morningstar Investment Conference Q&A session with Ian Macfarlane. He shares his thoughts on emerging markets, Australia’s banking system and property prices.

Running up and paying off government debt

Ashley Owen
23 May 2014
2

In the second part of our Labor v Liberal series, we look at Australia’s level of government debt since Federation. Our current debt level is low when compared to national income and the rest of the world.

Budget time and Labor v Liberal on fiscal discipline

Ashley Owen
16 May 2014
4

When comparing the fiscal disciplines of left- and right-leaning parties, do the stereotypes prevail? This first part of a three-part series looks at which parties have produced more federal surpluses and deficits.

QE causes currency and fiscal impotence

Michael McAlary
29 November 2013

Quantitative Easing has been the order of the day for most of the major global economies. Increasing bank liquidity is meant to stimulate consumer and business lending. But for the US, things haven't quite gone to plan.

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10 little-known pension traps prove the value of advice

Most people entering retirement do not see a financial adviser, mainly due to cost. It's a major problem because there are small mistakes a retiree can make which are expensive and avoidable if a few tips were known.

Noel Whittaker
15 December 2021

Check eligibility for the Commonwealth Seniors Health Card

Eligibility for the Commonwealth Seniors Health Card has no asset test and a relatively high income test. It's worth checking eligibility and the benefits of qualifying to save on the cost of medications.

Jon Kalkman
22 December 2021

Hamish Douglass on why the movie hasn’t ended yet

The focus is on Magellan for its investment performance and departure of the CEO, but Douglass says the pandemic, inflation, rising rates and Middle East tensions have not played out. Vindication is always long term.

Graham Hand
15 December 2021

Start the year right with the 2022 Retiree Checklist

This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.

Brendan Ryan
12 January 2022

At 98-years-old, Charlie Munger still delivers the one-liners

The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.

Graham Hand
12 January 2022

Should I pay off the mortgage or top up my superannuation?

Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.

Di Johnson
12 January 2022

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