In this article for the Herald Sun, Andrew questions whether delivering a balanced budget for the first time since the GFC is even appropriate today? Read here.
In this article for the Australian Roger identifies why low interest rates aren’t a suitable strategy to pull the economy out of its vicious cycle. What’s a better option? Read here.
In this article for Firstlinks Roger discusses the dangers in both private equity markets and bond markets. Whether it is from these markets that the next black swan or contagion emerges remains to be seen but bubbles they are, without doubt. Read here.
David Buckland joined Ross Greenwood on Money News to discuss the impact of the RBA attempting unconventional methods of stimulating the economy. This includes printing more money or negative interest rates.
In this article for the Australian Roger discusses the thought that when everyone in the market is pointing in the same direction, that trade is done, and it’s time to turn around and look the other way. So what if interest rates don’t go to zero? Read here.
In this interview for Bloomberg Chris discusses the sell-off in the US and how investors that are nervous about going into 4Q should be excited by opportunities that may arise. Watch here.
Mark Story published an article in psnews which discusses why lower rates will be difficult for those investors who reply on income from fixed interest. Mark draws on Andrew’s view that investors need to focus on long-term sustainable growth stories. Read more.
Roger joined Ross Greenwood on Money News to discuss the RBA’s decision to cut rates to 0. 75 per cent. The reasons given for the cut included global issues and the US/ China trade dispute. So which stocks benefit from falling interest rates?
In this article for Money Magazine Roger identifies why Australian portfolios can significantly benefit from overseas companies, including tech giants, that actually make a profit. Read Roger’s thoughts on Alphabet, Facebook and Uber. Read here.
In this article for the Herald Sun Roger discusses unicorns, do they exist? Unicorns tend to be innovative companies with entrepreneurial founders harbouring unbridled egos and larger-than-life ambitions. Let’s take a look at a few of them. Read here.
In this interview on Money News, Roger and Deborah Knight question whether anecdotal support for an investment case can be a good starting point? A few years ago, Warren Buffett doubled his stake in Apple after he spoke to his great grandchildren and their friends on how to use the IPhone.
In this article for the ASX, Roger discusses how to navigate current market conditions and choose top quality companies. With interest rates declining for the past 37 years since the GFC , it is important to understand where we are.
