Money

The Premier debate: economic recovery vs health concerns

All state premiers face the same challenge: is the critical health of the economy more important than the 100% protection of people?

Market in tug-of-war with several competing influences

The bulls and bears continue to tussle over the direction of the market in an attempt to make heads to tails of an overseas energy crisis and Australia's imminent reopening of its highly populous eastern states.

Will October be another scary month, or is it a buying opportunity?

October is “crash” month. Think back to the “Wall Street Crash” of October 1929, “Black Monday” of October 1987, the “Great Financial Crisis” that started in October 2007 or even the “mini-crashes” of 1989, 1997 and 2002.

What mortgage stress?

Are investors correctly sniffing rising distress in the mortgage belt, or is it another false alarm and the shares make for value buying into what’s been a Teflon-coated sector for so many years?

Where CRE debt fits in a defensive portfolio with an income focus

Times are tough for investors looking to add value through a defensive portfolio. For most investors, defensive investing means bonds.

Keep your eye on these

Update on shares, property prices and the inflation scare.

Worries abound but there’s light at the end of the tunnel

Global shares fell over the past week amidst a long worry list including the US debt ceiling, the impact of power shortages and rising bond yields.

Who’s buying what?

After a month of relative quiet, investors have found plenty to take their interest this week.

Are BHP, Rio and Fortescue now decent value?

Have the iron ore miners been oversold or should investors steel for more ferrous pain?

Major global economic events and implications

Here’s what to expect over this week at home and abroad.

Are the premiers of WA and Queensland the biggest threats to the Aussie economy?

The Prime Minister and the Premiers are arguing over when our borders will be open, making vaccination rates critical to our economic fortunes.

Evergrande restructuring likely; bond yields up; vaccinations surge; economy bottoming and I wonder

Global shares fell sharply early in the past week but then rebounded as fears around China’s Evergrande receded and the Fed meeting was out of the way.

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