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Articles from: The downside of a bull market - Matthew Booker to The Midas touch and market cycles - Martin Conlon

The downside of a bull market - Matthew Booker

Author: Matthew Booker
Date: 09 Apr 2014

The phase of mindless liquidity is upon us

The dreaded month of September - Lesley Beath

Author: Lesley Beath
Date: 08 Sep 2015

Overview

The ECB's shifting regimes - Andrew Bosomworth

Author: Andrew Bosomworth
Date: 15 Dec 2014

The European Central Bank (ECB) is likely to commence a broad-based asset-purchase programme, that is, quantitative easing (QE), in the first quarter of 2015

The emerging markets worth your cash - Emma Wall

Author: Emma Wall
Date: 17 Nov 2014

Emerging markets should be renamed diverging markets, as they are increasingly uncorrelated

The emotion factor in buying and selling - Karl Siegling

Author: Karl Siegling
Date: 19 Nov 2013

Following on from our first two articles on investor behaviour and emotion , we will briefly outline an oversimplified way of dealing with market and human behaviour

The end of Australia's boom - Satyajit Das

Author: Satyajit Das
Date: 17 Sep 2013

In the post-war era, there is a strong relationship between economic and electoral success

The end of Australia's triple treat - Christine St Anne

Author: Christine St Anne
Date: 11 Jun 2015

If you had invested in the Australian index over the past two decades you would have got a "beautiful, accidental bias" towards the best-performing sectors in the world that you would not have got if you lived anywhere else, according to gold medallist fund manager Platinum Asset Management (PTM)

The end of dividend imputation? - Anthony Fensom

Author: Anthony Fensom
Date: 26 Jun 2015

Australia's dividend imputation system has been described as "one of the seven wonders of the world"

The end of Europe's remission - Satyajit Das

Author: Satyajit Das
Date: 26 Nov 2013

A combination of austerity programs, debt writedowns, the European Central Bank's (ECB) commitment to "do whatever it takes" to preserve the euro, the proposed banking union and the finalisation of the primary bailout fund, the European Stability Mechanism (ESM), helped restore relative financial stability

The Federal Reserve's wager on inflation - Michael Collins

Author: Michael Collins
Date: 19 Apr 2016

Four times a year the Federal Reserve releases a "summary of economic projections," which gathers predictions from its 17 policy-setting board members including their forecasts for the federal funds or US cash rate

The global impact of China's cash squeeze - Wharton School

Author: Wharton School
Date: 24 Jul 2013

On Wednesday, 19 June, US Federal Reserve chairman Ben Bernanke announced that the US central bank planned to end its five-year quantitative easing program later in 2013, when the US economy is expected to pick up

The good and bad in a resources bust - Christine St Anne

Author: Christine St Anne
Date: 16 Sep 2015

Good stewardship matters

The good, the bad and the ugly BHP - Nicholas Grove

Author: Nicholas Grove
Date: 07 Apr 2014

Last week, The Australian Financial Review reported that BHP Billiton (BHP) was considering spinning off many of its "non-core" assets

The good, the bad and the ugly in emerging markets - Alex Duffy

Author: Alex Duffy
Date: 30 Jan 2017

The list of issues to worry about is a long one: exchange rates, interest rates, growth rates, political uncertainty--my developed market peers have a lot on their plate! If nothing else, 2016 reminded markets that the issues above are not just the preserve of emerging markets

The great global rebalancing - Michael Collins

Author: Michael Collins
Date: 18 Jul 2014

Whenever people pinpoint the causes of the global financial crisis, they usually list the massive expansion of credit in developed countries as a key cause of the bust that is heading into its eighth year

The Greek and EU debt showdown - Michael Collins

Author: Michael Collins
Date: 23 Feb 2015

On 26 January, the day after elections allowed Tsipras' left-wing Syriza party to form a ruling coalition with the fringe right-wing, anti-austerity Independent Greeks party, the 40-year-old Tsipras sped to the National Resistance Memorial at the Kaisariani rifle range memorial in Athens

The holy trinity of excess - Andrew Fleming

Author: Andrew Fleming
Date: 01 Jul 2014

Excess capacity abounds

The hunt for value - Brook Sweeney

Author: Brook Sweeney
Date: 04 Jun 2014

This year's Morningstar Investment Conference asset allocation panel session discussed topics such as the direction of the Australian dollar, views on international equity markets, where the best investment opportunities are and the use of alternatives in portfolios

The importance of binding nominations - Brian Hor

Author: Brian Hor
Date: 24 Mar 2016

When thinking about estate planning for your super death benefits, Brian Hor, special counsel, superannuation and estate planning with Townsends Business & Corporate Lawyers, stresses that it is absolutely crucial to put into place a valid binding death benefit nomination to provide certainty regarding how your death benefits will be paid--especially where there is any potential for a conflict of interest to arise between your intended beneficiaries

The importance of quality - Arian Neiron

Author: Arian Neiron
Date: 11 Feb 2016

"It's quality, rather than quantity, that matters." The quote may sound like a tag line from a 1950's advertisement, but surprisingly it comes from Roman Emperor Nero's tutor and adviser, Lucius Seneca.

The income advantage over term deposits - Christine St Anne

Author: Christine St Anne
Date: 27 Nov 2013

In recent times, investors would have read countless articles (including this one) about falling cash rates

The inconvenient truth - Tom Stevenson

Author: Tom Stevenson
Date: 01 Mar 2017

There is a glass half full view of the Trump Presidency which has won the majority of investors' attention since November

The industry: A crucial piece in stock evaluation - Karl Siegling

Author: Karl Siegling
Date: 28 Jan 2015

Fundamental or technical research on a company that ignores the industry in which a company operates is like doing research "in a bubble"

The inevitability of cycles - Martin Conlon

Author: Martin Conlon
Date: 11 May 2015

Forecasting doesn't seem to be getting any easier -- just ask Joe Hockey

The investment case for Europe and Japan - Anthony Fensom

Author: Anthony Fensom
Date: 07 Jun 2016

That attitude might need to change, at least according to some analysts

The investment outperforming gold bullion - Arian Neiron

Author: Arian Neiron
Date: 29 Mar 2016

The resurgence of interest in gold bullion and its price rise over the past two months caught many investors by surprise

The link between economies and stocks - Joseph Clark

Author: Joseph Clark
Date: 14 Oct 2015

When evaluating financial performance, whether of a nation's economy or a stock, the key question is: relative to what? Focusing on a country's or a stock's situation is worthless without comparing it to others and to itself in the past and the future

The lure of offshore investing - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 16 Jan 2017

It's now easier than ever for Australians to access international investments, and the official data shows we're sending investment money offshore as investors diversify their portfolios and take advantage of growth opportunities not available at home

The maths involved in bond investing - Stuart Dear

Author: Stuart Dear
Date: 24 Mar 2017

After the fireworks of 2016, 2017 has, to date, been more like an aromatic candle in terms of market moves

The Midas touch and market cycles - Martin Conlon

Author: Martin Conlon
Date: 21 Jan 2015

Any doubts that may have been harboured as to the inherent cyclicality of these businesses and the ability for prices to exist at a permanently higher plane have been dispelled

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