The Confusion about Debt and Inflation Economics, Fixed IncomeThe relationship between debt and inflation is often misunderstood and this can affect how you read economic trends, Macquarie’s Dean Stewart says. Read More
Stock Markets Are Increasingly Irrelevant Economics, EquitiesStock markets are less about investing and more about collecting rents these days, Tim Hodgson of TAG says. He questions whether the distinction between public and private will survive with the rise of blockchain technology. Read More
We are all Actors in the Play of Economics Behavioural Finance, EconomicsThe way we think and speak about investments shapes the industry we operate in, Tony Day says. The realisation that we are all actors in the play of economics should make us more aware of the importance of culture in setting an investment strategy. Read More
The Potential Pinch of the Royal Commission Economics, Fixed Income, Risk and Regulation, Women in FinanceIf one of the outcomes of the Royal Commission is for Australian banks to be required to strengthen their lending standards, it could cause housing credit growth to slow significantly, perhaps resulting in a credit crunch, Whitehelm Capital says Read More
Is Mean Reversion Dead? EconomicsIn the current climate, mean-reversion doesn’t seem to work as it should, but is it dead? We ask global macro investor Brian Singer. Read More
The Trouble with Measuring Free Stuff Economics, Fixed IncomeCritics have argued that classical economic measures fail to capture the growth and productivity of today’s technology-driven world, but what does the US Bureau of Labour Statistics think about this? Read More
