Tag Archives | GDP

PX-Atlas

Will sovereign defaults spark the next GFC?

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.

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Value beyond the hype in US infrastructure

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.

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Australia’s other boom exports

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.

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Where is Australia’s future growth?

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.

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Are recessions a thing of the past?

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.

Australia’s default: who do you rescue?

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.

The prospects for investors in India

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.

Running up and paying off government debt

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.

Investors need to allow for future cycles

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.

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