Since the global financial crisis (GFC), one of the dominant patterns in global economic policy has been the search for more tools to provide stimulus in an environment where low growth and low inflation have proven extremely persistent. Faced with the difficulty of what to do when cash rates reach Read more…
Advisers who moved their clients into listed real estate after the GFC made a brave call, given that investors in the sector suffered terribly during the economic turmoil. However, in the last five years, those clients who were invested in the listed real estate sector have benefited from strong total Read more…
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economy is continuing to grow, at a lower than average pace. Labour market conditions in the advanced economies have improved over the past year. Economic conditions in China have steadied, supported Read more…
While the high inflation of the 1970s and early 1980s was bad for investment returns at the time, it left a legacy of very high investment yields which helped set the scene for high investment returns through the 1980s and 1990s. Back in the early 1980s the RBA's ‘cash rate’ Read more…
The United States (US) presidential election, on 8 November, between Republican candidate Donald Trump and Democratic candidate Hillary Clinton is a hotly contested race. More recently, we have seen some widening of opinion polls, however, this is a fluid and fast moving landscape and political uncertainty remains. We anticipate that Read more…