by Admin_CentW | Jan 20, 2021 | Newsletters
Introduction New years often start with a few events to challenge any calm investors may have achieved over the Christmas/New Year break. Some of these prove short lived like the global growth scare at the start of 2016 or the US inflation and interest rate...
by Admin_CentW | Jan 11, 2021 | Newsletters
Introduction 2020 turned out far better for diversified investors than had been feared when the pandemic hit triggering plunging share markets and deep recessions, with average balanced growth superannuation funds looking like they have returned around 3%. This...
by Admin_CentW | Dec 17, 2020 | Newsletters
Introduction The Federal Government has updated its budget deficit projections and economic assumptions in the Mid-Year Economic and Fiscal Outlook (MYEFO). Thanks to a combination of stronger than expected economic growth and a higher than expected iron ore...
by Admin_CentW | Dec 9, 2020 | Newsletters
2020 – not what it was supposed to be 2020 didn’t exactly turn out the way I or many expected a year ago. For Australia, the year started badly as severe drought had given way to the worst bushfires on record. But just as the bushfires were receding it gave way...
by Admin_CentW | Nov 26, 2020 | Newsletters
Introduction For some years now Modern Monetary Theory (MMT) has been gaining prominence as a solution to the perceived failure of traditional economic policies to achieve full employment & meet inflation targets, despite at or near zero interest rates. MMT...
by Admin_CentW | Nov 18, 2020 | Newsletters
Introduction In May, in a note called The Lucky Country, I argued that due to Australia’s far better control of coronavirus relative to many comparable countries, a stronger economic policy support response to shutdowns, and exposure to China which was well...
