Market
Insights
Cash rich job keepers
Government support measures in Australia and the US are seeing disposable incomes temporarily rise for some people.
Equity valuations matter
Valuation measures of equities are a significant determinant of future returns, particularly in the US.
The big squeeze
Are we seeing the market climbing a wall of worry? The big positioning squeeze, and the impact of low rates on equity valuations.
A shifting China has big implications
Trade tensions between the US and China have gained attention, but other shifts are also occurring with implications for Australia.
Gold – significant further upside?
Quantitative easing, inflation rates and depressed bond yields and their relationship with gold prices.
Tug of war
There is a tug of war between a wall of money and weak fundamentals and the winner in the near term is very difficult to pick.
Investment strategy in a crisis
Strategic recommendations for dealing with difficult markets.