RBA Downbeat on Commodity Price Outlook
In a speech today, Christopher Kent, Assistant Governor, flagged that the RBA expects the speed of China's economic development to ease further,...
3.2k Views
Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
470 Views
Another line ball decision for the RBA, but expect no change in April
The market is firmly expecting another rate cut from the RBA at today’s Board meeting. The domestic data flow has not delivered any large negative...
525 Views
US employment growth moderates, buying the Fed and growth investors more time
The March non-farm payrolls release confirmed that employment in the United States continues to expand but at a more moderate pace over the past...
471 Views
S&P/ASX Index Rebalance Preview (Dec 25): Changes Across Indices as Positioning Picks Up
There could be 22 changes across the ASX family in Dec. Plus passive buying in LNW due to a sole listing on the ASX. The adds have outperformed and...
1.2k Views