Tag Archives | US economy

tariff war

It’s getting hot in here

Even the experts concede that the more you know, the less you can be sure. Donald Trump is playing a game of brinkmanship with the trade wars, and it could end badly. Or not.

Can Australian credit continue to perform?

Can Australian credit continue to perform?

Australian credit markets have had a good run, and any investor tempted to exit the sector should consider whether a move now is too early in the cycle. A period of range-bound stability is the more likely outcome.

vote-usa

Investment implications of Trump presidency

President-elect Donald Trump divides opinion, and there is no way of knowing whether the rhetoric that won him the top job will translate into action. Here’s a quick look at some implications.

returns

A year of good returns and low volatility

Many people have been quoting the Australian shares return for FY2015 as 2.4%, but that is only the price index. The accumulation index is up a healthy 7.1%. All asset classes generated returns well above inflation and cash rates.

Policy pincers in Australia and the US

Unemployment and inflation seem to be heading in different directions in Australia and the United States, but the outcomes for interest rates and equity markets might be the same.

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