This article discusses the dangers of Quantitative Easing (QE) for the global economy at this fragile time. It's an interesting read and poses the not so good side of these money printing programs.Click here … [Read more...] about Signs of a Slowdown
Where are we in the cycle now? I think we may have to wait and see…..
Market commentators have been struggling with the question of the future of growth asset performance based on the strong results that have been achieved since the global financial crisis ended with the 2009 lows.Since then AMP Capital reports that global shares are up 159% and Australian shares are … [Read more...] about Where are we in the cycle now? I think we may have to wait and see…..
Australia-China Free Trade
The recent Free Trade Agreement (FTA) between Australia and China is expected to have some significant positive impacts on the Australian economy with the removal of tariffs in the agriculture, mining, and services sectors. The FTA will also have an impact on Chinese investment in Australia, which … [Read more...] about Australia-China Free Trade
How stock pickers fiddle investment returns
We've just shared a link to an interesting article from the Sydney Morning Herald on our Facebook page discussing how stock pickers report investment returns.Click here to read: www.facebook.com/ValueInvPartners … [Read more...] about How stock pickers fiddle investment returns
Help Me, Help You…
Glen Stevens, the head of the Reserve Bank of Australia (RBA), had a Jerry Maguire moment (remember the 1996 movie starring Tom Cruise?) when he essentially said Help Me, Help You to the House of representatives Standing Committee on Economics on the 20th of August.OK… he didn’t say those exact … [Read more...] about Help Me, Help You…
Here We Go… Ole, Ole, Ole
With a European team winning the 2014 World Cup on South American soil the theme of this discussion is centred upon Europe and their ability, till now, to ”kick the can” down the road just as successfully as German player Mario Goetze, now names Super-Mario, kicked the German team to a 4th World Cup … [Read more...] about Here We Go… Ole, Ole, Ole
“So-So”
Have you ever been to a restaurant looking for an impressive meal that could arose your senses and fill your insides with flavour to unfortunately be served a meal that was good… but could have been better? Well this is essentially how the global economies and markets have been performing for the … [Read more...] about “So-So”
Two Sides to Every Story
Following from a volatile January markets have continued to rally upon a positive US and local reporting season even with continued reduction in US monthly stimulus, mixed economic data, and some negative local news regarding the car manufacturing sector in Australia and notable companies such as … [Read more...] about Two Sides to Every Story