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AUD/USD - where to from here?

AUD/USD – where to from here?

The Australian dollar has traded a wide up-trending range against the $US since early 2016, though appears to have broken below this range more recently. This note provides an updated valuation framework to explain recent $A behavior. The model also suggests that, under reasonable assumptions, the $A could test US71c by year-end. $A – breaking

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Australian House Price Valuation Update: What’s cheap, what’s expensive?

The latest Australian Bureau of Statistics Residential Property Price Report suggests house prices eased in most capital cities in the March quarter. This note provides an update on my house price valuation estimates. It suggests that while Sydney property remains relatively overvalued, several other capital cities now appear relatively cheap.  Importantly, however, overall Australian house

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Pressure Gauge

An Investor’s Guide to Inflation

In an era of central-bank inflation targeting, what matters most is arguably not inflation, but inflationary pressures. If actual core inflation is contained through tighter monetary policy (as the US Federal Reserve is attempting to do now in the US), it means higher real policy rates and also higher real discount rates for all asset

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Idea

Is platform cash burning a hole in your clients’ portfolios?

Simply choosing “the default option” when it comes to the decision of where to best park a client’s cash on investment platforms could be a missed opportunity when an interest rate which is ~40% higher than the average rate offered by three major platform providers is easily available. Australian investors have long been chided for

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Global Market Outlook: Recovery continues

Month in Review – easing interest rate risk supports stocks Global equities continued their rebound in May, after good gains in April, as interest rate and geopolitical risks eased somewhat, while the tail end of the US corporate earnings remained strong. The MSCI All-Country Net-Return Index returned 0.8% in local-currency terms, after a gain of

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Invest in the solution for Buffett’s “number one problem for mankind”

We’re now well and truly living through a digital revolution, and most of us will be aware that a significant portion of our private data has moved online.  This includes everything from internet banking and tax statements, to photos of ourselves and family members on Facebook, to our smart phones constantly backing up all of

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