CIO Monthly Notes

Slowdown a blow, but there are green shoots for wages

While a slowdown in economic momentum is not really a big…

Thoughts of RBA rate cut a scenario few saw on horizon

  The downgrades in both the Australian growth and…

Be aware, take some risks and remember to sleep at night

  Following a volatile December 2018 quarter the…

Festive season a time for reflection and re-evaluation

  As we approach the Christmas holiday break there…

Robust greenback helps fuel continuing market volatility

  The month of October has seen a spike in equity…

Weaker house prices imply Steady cash rates ahead

  The Australian cash rate has now been at the historic…

Portfolio implications of a weaker AUD…

  The recent AUD weakness will have some obvious…

Reporting Season Outlook

  As we approach the regular reporting season there…

Fiscal Year 2019 Outlook

  Despite the higher market volatility, equity market…

Asset Allocation 101

  As we head towards fiscal year-end many investors…

Pre-election Budget positive for the economy

  The Federal Budget delivered this week has some…

Market correction a reminder of risk…

  The February stock market correction has been severe…
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