Media

Articles published in 1900

Interest rates cuts more certain as Australian growth slows. Brighter times ahead

Interest rates cuts more certain as Australian growth slows. Brighter times ahead

2/03/2009 11:35:47 AM

This article was originally published as 'Interest rates cuts more certain as Australian growth slows. Brighter times ahead' in The Capricorn Coast Mirroron 7th May, 2008. Image sourced from http://www.flickr.com/search/?l=4&w=all&q=Sunshine+australia&m=text.

Slowing growth suggests an easing in the interest rate cycle and we expect that the RBA is likely to start lowering interest rates early in 2009.

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Position your portfolio

Position your portfolio

2/03/2009 11:27:20 AM

This article was originally published as 'Position your portfolio' in The Capricorn Coast Mirror on 21st May, 2008. Image sourced from http://www.flickr.com/search/?q=Australia+money&l=4&page=2

Identifying the current state of the economic cycle can help investors position their portfolios to benefit from macro-economic changes. Based on our assessment of our position in the investment cycle, how should an investor structure their portfolio?

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Current market forces taking away all the fun

Current market forces taking away all the fun

2/03/2009 11:01:52 AM

This article was originally published as 'Current market forces taking away all the fun' in The Morning Bulletin on 22nd November, 2008.

In the current dreadful financial markets, the distinction between price and value is the reason why most financial professionals do not recommend selling into bad markets. It is also at the core of one of the biggest and most damaging fads espoused by regulators and the setters of accounting standards in recent history – marking the carrying value of assets to the current traded price.

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Have you heard the one about the Dog, The Mayor and The hologram?

Have you heard the one about the Dog, The Mayor and The hologram?

19/02/2010 11:04:31 AM

This article was first published in The Morning Bulletindated 16 January 2010.

The good things in our society are driven by those who explore, and ask questions. The bad, like the GFC, are often driven by popular mantras, closed mindedness and sloppy policy. Often, the important questions have already been asked – last generation, last century, an earlier millennium. And often the answers are known – sometimes widely.

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Bull markets make people lazy

Bull markets make people lazy

2/03/2009 11:12:51 AM

This article was originally published as 'Money just a tool, but don't let lazy have its evil way' in The Morning Bulletin on 20th December, 2008. Image sourced from http://www.flickr.com/search/?l=4&w=all&q=fingers+burnt&m=text

Investors being burnt through dodgy corporate practices is nothing new – you can look at every boom and bust over the past 400 years to see that. There is no certain “recipe” for investment, only the business cycle. Uncertainty is actually the reason investors are rewarded, yet month after month, companies and individuals market “certain” outcomes, and consumers fall for it.

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