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Post Image for Economic Update April 2020 - The Blackest of Swans

Economic Update April 2020 – The Blackest of Swans

We are in the midst of a global pandemic. It is the blackest of… Read More

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Economic Update March 2020 “Going Viral”

Last month we were cautiously optimistic about the prospects for stronger global and domestic economic growth in 2020 after the disruption caused by Brexit and the trade war in 2019. This was predicated on the assumption that the recently discovered Coronavirus outbreak in China like its predecessor SARS would be quickly contained. The economic impact would be minor, and it would be limited to the first quarter of calendar 2020. Read More

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Economic Update – 2020 off and running

We started 2020 on an optimistic note. Two issues impacted global growth and confidence… Read More

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Economic Update Dec 2019 – Jan 2020 “2020 Vision

2019 has been a great year for investors with all asset classes delivering returns… Read More

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November Economic Update “We need to talk about banks”

Banks have been the mainstay of most Australian equity portfolios over the last thirty… Read More

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October 2019 Economic Update “Syncing Downwards”

In our increasingly interconnected and globalised world no country is immune from a trade… Read More

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