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 where a...

The Cycle of Life

As we close out the first quarter for CY2021 and a flurry of economic updates enter our inboxes, now seems like an appropriate time to take a closer look at the business cycle and its relationship to markets and the economy. Whilst the business cycle is closely linked...

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 different...

The USA’s New Plans for Asia Pacific

Title: The USA’s New Plans for Asia Pacific While financial markets have been focusing on; bond markets sell offs,equity market earnings season,COVID-19 vaccine rollouts,cryptocurrency developments, the United States has been rolling out a comprehensive strategy...