Archive

How fiscal policy & monetary policy impact the fixed interest asset class

It’s important to understand monetary and fiscal policy, and their effects on the fixed interest asset class that can have a significant impact on an investment portfolio.

My thoughts on the US election results

The American articles that I wrote this year give me the greatest pleasure, as I now explain.

Just how important to us are these Beijing bullies?

Our two-way trade with China tallies up to $252 billion. Does this mean we accept their bullying ways?

Winters Tale of McMillan Shakespeare

In happier times, McMillan Shakespeare could do nothing wrong but in September it was turfed out of the S&P ASX 200 index. What’s going on?

Have the Beijing bad boys turned Treasury Wine Estates and a2 milk into screaming buys?!

On this week's investing show, Peter Switzer is joined by Julia Lee from Burman Invest, Rudi Filapek-VanDyck from FNArena, Jun Bei Liu from Tribeca Investment Partners and Paul Rickard.

Global coronavirus update & the outlook for shares

Vaccine news keeps getting better and good returns for shares expected.

Bad boys of Beijing do a De Niro on our wine exporters

The Beijing bad boys are playing their DeNiro tariff card, effectively saying “If you’re gonna mess with us, then we’re gonna mess with you.”

Myer’s last stand?

With a mere $220m market cap, Myer is in microcap territory but the once-esteemed retailer chalked up $2.6b in sales from January to July 2020.

Help the bushfire affected towns this holiday season

Last years' bushfire hotspots are this years' getaway landmarks. Here is where to go to help communities recover.

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