While housing has definitely helped support the Australian economy over the past four to five years, any further increases in house prices that are in excess of wage growth will represent potential systemic risks for the Australian economy. Read more

Out-of-sync global growth appears apt to continue in 2017, much as we have seen in the past few years. Read more

The Australian investment market of 2017 is evolving rapidly. Read more

There has been a great deal of media discussion about what happens to bonds when the Federal Reserve raises interest rates again. The broad consensus is that they'll raise, so the questions become: by how much, how often, when, and what is the RBA's ... Read more

East coasters who believe property cannot turn lower should really take a look at what is now being experienced in Perth, Western Australia, right now. Read more

Much of the work that has been done to date on the subject of pricing carbon involves predicting future regulations or the assessments of economic externalities. Very little work has been done to explore the impact of carbon footprint on share price ... Read more

If the investment industry has a rebellious teenager in the house today, that teenager would be cash: it costs you more, is more challenging and offers little in return. Read more

One can hardly imagine a better inflection point to revisit asset allocation frameworks than after the U.S. presidential election, especially given increasing skepticism of free trade and open borders as well as possible changes in economic paradigms ... Read more

Throughout much of 2016, bond markets held onto stretched valuations in US Treasuries, largely ignoring the undercurrents of rising inflation and resilient strength in the US labor market. During the first half of the year, there were even a number ... Read more

Factor investing Read more