Research

Australian bond yields declined rapidly, anticipating a major slowdown in the Australian and global economy. Real estate has a correlation to bonds, a function of the leases it has in place with its tenants, and generally performs well in weak equity markets.

Telstra has been a core portfolio holding for many investors after being privatised at $3.30 per share in 1997. Today the stock is trading at $2.73, well below its initial public offering price 21 years ago.

We recently undertook a review of a company called Lynas Corporation (LYC). LYC is a miner and processor of rare earths.

A consensus has formed over the past six months that stronger global economic growth and falling unemployment will create inflation, meaning central banks will need to increase interest rates. So why does this matter?

The climate change debate is one of risk management, not politics or ideology

On Friday 10th March, toll road owner and operator, Macquarie Atlas (MQA) fell 6.2% on extreme volume of 17.9 million shares. This compares to MQA’s average daily volume of 2.5...

Significant household investment decisions depend on confidence, or ‘animal spirits’, which are clearly emerging in the USA. As per history, this confidence will manifest in households making high value purchases...

The resources industry has performed well over 2016 and it may appear that it is ‘too late’ to increase exposure to this sector. Our analysis suggests that the recovery remains...

We have written this piece to argue against those predicting an imminent ‘housing crash’ because the Australian housing market is as oversupplied as the US housing market prior to the...

We have decomposed the Australian inflation data and argue that the RBA is unable to influence this price measure to the extent the investment market suggests.  There are far too...