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Category: Aspire News & Views

The 2018-19 Australian Budget – saving a windfall with the hope of (decent) tax cuts to come

The 2018-19 contains a small welcome boost to households and keeps the budget on track for a surplus. Read more  

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US China trade war fears – Q & A

President Trump’s actions on trade are mainly aimed at achieving better access for US exports to China and better treatment of US intellectual property by China. They are not primarily aimed at traditional US allies, reducing the risk of a … Continue reading

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Share market volatility – Trump and trade war risks

After the calm of 2017, 2018 is proving to be anything but with shares falling in February on worries about US inflation, only to rebound and then fall again with markets back to or below their February low, notwithstanding a … Continue reading

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Australian’s love affair with debt – how big is the risk?

If Australia has an Achille’s heal it’s the high and still rising level of household debt that has gone hand in hand with the surge in house prices relative to incomes. Whereas several comparable countries have seen their household debt … Continue reading

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2018 – a list of lists regarding the macro investment outlook

2018 is likely to remain good for diversified investors. The investment cycle still favours growth assets over cash and bonds. But expect more volatile and constrained returns as US inflation starts to turn up. Read more  

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The medium term investment return remains constrained

A further fall in investment yields across most major asset classes points to a constrained medium term return outlook. For a diversified mix of assets, this has now fallen to around Read more

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Five great charts on investing for income (or cash flow)

The low interest rates of recent times along with periodic turmoil in investment markets has provided us with a reminder of the importance of the income (cash) flow or yield an Read more

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The threat of war with North Korea- Implications for investors

Tensions with North Korea have clearly increased causing volatility in share markets. The risk of war has grown but a diplomatic solution remains most likely although there could still be more volatility before this is finally achieved. Read more

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Global political risks one year on from Brexit – what have we learned?

Geopolitical issues create much interest, but as we saw over the last year starting with Brexit this doesn’t mean they’ll have a big negative impact on financial markets. Read more

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The Australian economy hits another rough patch – implications for investors

Due to the GFC and solid bond returns as bond yields fell to record lows, share returns have struggled at times versus bonds over the last decade. Read more

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