If you’re still getting your head around blockchain, read this quick summary on the potential of distributed ledgers. The technology is not without problems but cannot be ignored.
Tag Archives | GDP
The fundamentals point toward bankruptcies of major sovereigns like the US and Japan in the next decade. The after effects could be catastrophic on all major asset classes. It’s time to discuss the makeup and costs of insurance.
In many valuations, the ‘Golden Rule’ is being broken. Earnings growth is assuming the sort of strong economic activity that would trigger higher interest rates, yet investors are delinking the two.
After many years of disappointment, there is a renewed focus on the US’s need to invest heavily in infrastructure. With investors looking for consistent revenue streams, it’s a welcome addition to the asset class.
Asia’s GDP exceeds North America and Europe combined, and its increasing economic power should be embraced by Australia as we become more a Eurasian society. Are we enlightened enough to grab the opportunities?
As Australia’s commodities boom wanes, other more resilient industries have strengthened. Tourism, education, food, and wine exports have surged, with demand led by Asia.
The Australian economy is changing, with new jobs in services, retail and health replacing the lost jobs in manufacturing. These trends are important for investors to find the successful companies of the future.
Less than half of today’s workforce has experienced a proper recession, but in the absence of serious reform and vision, Australia may break its 25 years of economic growth.
Investors need to be aware of what’s happening to productivity and how this will affect future returns and the affordability of tax-payer funded pensions, especially if company profits fall.
Since 1973, the Year of the Goat has generated the highest average returns among the 12 Chinese zodiac symbols, averaging an impressive 45.3% each year. Will this continue in 2015?
Despite the wide-spread perception that Australia’s debt position is unsustainable, it’s low in an historical sense and when compared to national income. We could be making more use of it.
As it became obvious that Australia would need to default on its government debt in the 1930s, the question of whether to prioritise foreign or local debt was put to the people, with surprising results.
A change in India’s leadership has given hope to those tired of corruption, bureaucracy and slow economic growth. Despite many challenges, it is possible that India will become the top performing market in Asia.
Very few people realise that Australia once defaulted on its sovereign debt during the Great Depression. Learn how the split between local and foreign currency debt affects the policy options available to Governments.
In the second part of our Labor v Liberal series, we look at Australia’s level of government debt since Federation. Our current debt level is low when compared to national income and the rest of the world.
Economic and investment market cycles do not make for a comfortable ride when making investment decisions and they’re not about to disappear despite numerous smoothing attempts. Face it, cycles just happen.