Most conversations about inflation focus on what it costs you today. The grocery bill. The mortgage repayment. The electricity bill that arrived higher than expected. These are real and they matter. But there is a second effect of sustained inflation that gets far less attention, and it is the one that will follow Australians into retirement long after ...
The debate over artificial intelligence has taken a sharp turn. Initial exuberance over AI’s transformative potential sparked investor fears of an AI bubble. But that concern has now been overshadowed by anxiety that the AI juggernaut will steamroll large segments of the global economy.
The evolving narrative has driven starkly divergent outcomes for ...
By their very definition, private market assets are not as easy to understand as publicly listed securities and investments. Private entities are not subject to the same requirements when it comes to making information about their operations public, and those investors that are able to conduct appropriate due diligence are usually institutions.
Aside ...
The last time global real estate investment trusts (GREITs) lagged global equities by as much as they do now, Australia was over-excited about One.Tel and living rooms crackled to the sound of dial-up internet.
The dotcom bubble had left REITs for dead. Then the bubble burst and REITs did what neglected asset classes tend to do when normality returns; ...
In 2015, Tai Lopez started running his now famous “Here in my garage” ad on YouTube as a way to promote his 67 Steps self-help course. The ad featured Lopez standing in front of a brand-new Lamborghini before panning over to seven bookshelves he had installed to fit 2,000 books he had recently purchased.
Following the release of the ad, Lopez became an ...
Stock volatility is at unprecedented levels. Whether it is Cochlear’s April trading update, the 2026 Hormuz crisis, Liberation Day in 2025, or a company reporting season, the swings are sharper and less anchored to fundamentals than at any previous point in market history. The market structure has permanently changed in how equity prices are set, and ...
It is easy to think about the merits of any asset class as based entirely on its financial return prospects, but what if an asset provides a different benefit – what if it makes us feel good? Are we then happy to accept a lower financial return? A forthcoming paper by Elroy Dimson, Kuntara Pukthuanthong and Blair Vorsatz seeks to answer this question ...
The Cheesecake Factory is a US chain restaurant with a 21-page menu. Diners can choose between more than 250 options. The restaurant prides itself on making each dish from scratch. As you can imagine that takes a large kitchen staff.
Each day there are between 60 and 100 people who work in the kitchen with each chef responsible for overseeing the ...
For decades, the world economy became increasingly integrated across product, labor, and capital markets—in a word, globalization. One of the many consequences of globalization was higher cross-market correlations. For example, the correlation between U.S. and German equities rose from 0.35 in the period 1970-1997 to 0.81 in the period 1998-2026.
In ...
Housing is crucial to economic wellbeing, yet it is still often ignored or treated incompletely in the analysis of income inequality. In our new research, we argue that this omission creates a distorted picture of the levels and trends of inequality in Australia.
Owner-occupied housing delivers two major economic benefits: imputed rent (the rental ...
Today’s lithium rally has the look and feel of the tech stock rally in the early-2010s.
In those years, Amazon, Google and Netflix had proven business models and were household names. Their stocks were rising but no-one fully trusted it given the experience of the dotcom crash 10 years earlier.
Lithium today is rallying as major investment banks ...
In response to the re-emergence of inflation (core / trimmed mean) which has dogged Australian policy makers since COVID, this month the Reserve Bank of Australia (RBA) raised interest rates for the third time this year to 4.35%.
The increase in the official cash rate contrasts with almost every other developed country in the world (excluding Japan). ...
Most conversations about inflation focus on what it costs you today. The grocery bill. The mortgage repayment. The electricity bill that arrived higher than expected. These are real and they matter. But there is a second effect of sustained inflation that gets far less attention, and it is the one that will follow Australians into retirement long after ...
The debate over artificial intelligence has taken a sharp turn. Initial exuberance over AI’s transformative potential sparked investor fears of an AI bubble. But that concern has now been overshadowed by anxiety that the AI juggernaut will steamroll large segments of the global economy.
The evolving narrative has driven starkly divergent outcomes for ...
By their very definition, private market assets are not as easy to understand as publicly listed securities and investments. Private entities are not subject to the same requirements when it comes to making information about their operations public, and those investors that are able to conduct appropriate due diligence are usually institutions.
Aside ...
The last time global real estate investment trusts (GREITs) lagged global equities by as much as they do now, Australia was over-excited about One.Tel and living rooms crackled to the sound of dial-up internet.
The dotcom bubble had left REITs for dead. Then the bubble burst and REITs did what neglected asset classes tend to do when normality returns; ...
In 2015, Tai Lopez started running his now famous “Here in my garage” ad on YouTube as a way to promote his 67 Steps self-help course. The ad featured Lopez standing in front of a brand-new Lamborghini before panning over to seven bookshelves he had installed to fit 2,000 books he had recently purchased.
Following the release of the ad, Lopez became an ...
Stock volatility is at unprecedented levels. Whether it is Cochlear’s April trading update, the 2026 Hormuz crisis, Liberation Day in 2025, or a company reporting season, the swings are sharper and less anchored to fundamentals than at any previous point in market history. The market structure has permanently changed in how equity prices are set, and ...
It is easy to think about the merits of any asset class as based entirely on its financial return prospects, but what if an asset provides a different benefit – what if it makes us feel good? Are we then happy to accept a lower financial return? A forthcoming paper by Elroy Dimson, Kuntara Pukthuanthong and Blair Vorsatz seeks to answer this question ...
The Cheesecake Factory is a US chain restaurant with a 21-page menu. Diners can choose between more than 250 options. The restaurant prides itself on making each dish from scratch. As you can imagine that takes a large kitchen staff.
Each day there are between 60 and 100 people who work in the kitchen with each chef responsible for overseeing the ...
For decades, the world economy became increasingly integrated across product, labor, and capital markets—in a word, globalization. One of the many consequences of globalization was higher cross-market correlations. For example, the correlation between U.S. and German equities rose from 0.35 in the period 1970-1997 to 0.81 in the period 1998-2026.
In ...
Housing is crucial to economic wellbeing, yet it is still often ignored or treated incompletely in the analysis of income inequality. In our new research, we argue that this omission creates a distorted picture of the levels and trends of inequality in Australia.
Owner-occupied housing delivers two major economic benefits: imputed rent (the rental ...
Today’s lithium rally has the look and feel of the tech stock rally in the early-2010s.
In those years, Amazon, Google and Netflix had proven business models and were household names. Their stocks were rising but no-one fully trusted it given the experience of the dotcom crash 10 years earlier.
Lithium today is rallying as major investment banks ...
In response to the re-emergence of inflation (core / trimmed mean) which has dogged Australian policy makers since COVID, this month the Reserve Bank of Australia (RBA) raised interest rates for the third time this year to 4.35%.
The increase in the official cash rate contrasts with almost every other developed country in the world (excluding Japan). ...
