by Eleonor Klopsch | Oct 8, 2024 | Insights
– but what about the Israel/Iran conflict & other risks? Key points Recession risks, the escalating Israel conflict, the US election along with still stretched valuations mean a high risk of another share market correction and continued volatility. The expansion...
by Eleonor Klopsch | Sep 16, 2024 | Insights
Key points Predictions of an Australian house price crash create lots of interest but have been a dime a dozen over the last 20 yrs. However, there is more to the surge in property prices than easy money with a supply shortfall being the main factor. Absent much...
by Eleonor Klopsch | Aug 20, 2024 | Insights
Key points While growth assets like shares go through bouts of short-term underperformance versus bonds and cash, they provide superior long-term returns. So, it makes sense that superannuation has a high exposure to them. The best approach is to simply recognise that...
by Eleonor Klopsch | Aug 13, 2024 | Insights
Key points The continuing rise of populism globally – as evident in recent European elections and in the US with Trump and the Republican party – is signalling an ongoing shift away from economic rationalist policies in favour of greater government involvement in...
by Eleonor Klopsch | Jun 26, 2024 | Insights
Key points – The run up to the 5th November US election could see increased share market volatility if Trump remains ahead and investors focus on the risks of a new trade war and a hit to the US labour force and to the Fed under Trump. – Historically,...
by Eleonor Klopsch | Apr 26, 2024 | Insights
Key points – Seven key lasting impacts from the Coronavirus pandemic are: “bigger” government; tighter labour markets; reduced globalisation and increased geopolitical tensions; higher inflation; worse housing affordability; working from home; and a faster...
