RBA Policy Becoming More Accommodative

If there is anything that the central banks have learned – especially our RBA – since the 2007/2008 Global Financial Crisis (GFC), it is that monetary policy is more effective when it is transparent and understood by financial markets. Gone are the days...

Demographic change during COVID-19

In the background behind any cyclical, short-medium term investment analysis are structural factors influencing a myriad of macro-economic variables, which affect portfolio returns. One such structural force that I tend to focus on is demographics, writing notes such...

COVID-19 Vaccine Update

The world is now into month four of COVID-19 vaccinations, and we’re one month since starting the inoculation process in Australia.  It’s also been one month since our last update. On 22-Feb: there was 186mln doses administered worldwide across 82...