Close your eyes, relax and enjoy the wealth
Relax, stop worrying; you’re well-off. Australian household wealth per person is now $623,000, putting us right up there with the richest in the world. Not all may feel it, however.
'Not yet' investors are savvy, and successful... until they aren't
An eventual market correction won't necessarily be marked by its depth, the famed British investor writes, but by its speed. Caution may come at a price, but Ruffer believes that cost will take on a different perspective by the time it's been paid in full.
Qantas' fall from grace tests limits of customer loyalty
It's up to incoming Qantas CEO Vanessa Hudson to restore the Spirit of Australia's battered reputation after a series of high-profile trust breaches. But getting the Flying Kangaroo back on top will take some guts from the board.
Central banks wield weapon of choice in the inflation battle
The use of interest rates by the RBA and other central banks as a means to tackle inflation is a critical economic mechanism, writes adviser David Simon. The importance of monitoring and managing this "silent enemy" cannot be understated.
Credit's day of reckoning looms as Goldilocks era comes to a close
Those that have made high returns by overpaying for higher-risk/lower-quality credit have been lucky, but credit conditions are unlikely to be as benign in the future, writes former Australian Catholic Super CIO Michael Block.
China on a bull run, but can it last?
Markets have moved sharply to reprice Chinese assets upwards after the world's second-largest economy signalled its reopening. However, some doubt the sustainability of the current bull market, saying key ingredients for a lasting recovery are missing.
Ruffer and the art of bubble spotting
Sir Isaac Newton was one of the greatest scientists in history; he founded classical mechanics and the law of universal gravitation. For all that, he lost his life savings in the South Sea Bubble of 1720.
What are McDonald's, Google and LVMH telling us about the economy?
Some of the world's biggest companies including Mcdonald's, Alphabet and LVMH released quarterly earnings last week. Here are four takeaways for investors.
Commodities the only highlight in rough year: Atchison
The end of FY2022 feels a little like a blur of problems, people and red numbers; that's not even considering what we have just been through.
'Diversity of thought' key to better decision-making: Neuberger
If managing a bond portfolio is a daily tug-of-war between art and science, Adam Grotzinger, senior fixed income portfolio manager at Neuberger Berman in Chicago, is on the side of the former.
Geopolitics to trump inflation as biggest risk of 2023
In a year shaped by geopolitical tensions, a pandemic, war, inflation and supply-chain disruptions, the number one threat perceived by the general public remains inflation.
Marks on the 'dismal science' of economics, true sources of alpha
Legendary hedge fund billionaire and investor Howard Marks, founder of Oaktree Capital, is one of the most respected finance commentators in the world, by virtue of his clarity and understanding of the market cycle.
Turbulence ahead
After months of fretting about soaring inflation, markets are now fully in recession-fear mode.
Navigating geopolitics in an uncertain world
As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in disarray.
Aggressive Fed increases risk of policy error: Clearbridge
As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in disarray.
Ray Dalio: "Reducing Inflation Will Come at a Great Cost"
Legendary investor Ray Dalio has warned against believing all will be well if central banks simply increase interest rates to get inflation under control.
Which ASX sectors will succumb to inflation?
According to Morningstar, an Australian recession is possible but highly unlikely. It thinks the Australian economy is "in great shape," with low unemployment and high real GDP recorded in the March 2022 quarter.
Investing beyond the pandemic
"Recession? Who knows? We're not bearish, especially with our value style of investing. It's bit of war like scenario. After the war's over, we get inflation and that's what we're in.
Rate hike 'changes the journey not the destination'
The Reserve Bank's decision to hike interest rates by more than 50 basis points, double that predicted by the majority of economists "changes the journey, not the destination," according to Charlie Jamieson of Jamieson Coote Bonds.
Twelve Ukraine-driven disruptions that are set to change the world
The Russia-Ukraine war has seemingly moved from the headlines in most of the developed world, with most attention now being paid to the challenge of a jump in the cost of living and the impact of higher interest rates on repayments and property prices.
