Sharing the Re-Opening Trade

Welcome to the first day of freedom for NSW residents – where today marks one of the first steps for our largest state’s return to normality. In lieu of this, lets discuss a segment of the re-opening trade – specifically regarding those companies...

Implications of a rising AUD on ASX shares

The AUD/USD has appreciated by 33% since March 2020 and has brought foreign exchange (FX) risk into the forefront of the minds of investors looking at US equity and fixed income markets. We have discussed the factors which have driven, and will continue to drive the...

Outlook for our AUD

In Monday’s missive regarding the RBA’s (potential) impending rate cut and alteration of current monetary policy settings, the key sentence for me and a lot of other market participants was “Given the outlook for inflation and employment is not...