Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
873 Views
A loss of trust and the quiet revolution in corporate governance
Commentators and analysts continue to be vocal critics of the insatiable appetite for income that investors have developed in recent years. The...
330 Views
A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
463 Views
The yield trade and the RBA's easing bias: More than meets the eye
The RBA confounded market expectations by leaving the overnight cash rate unchanged at 2.25% at yesterday’s Board meeting. But many will interpret...
352 Views