Perspectives

The true causes of this week's global market correction

This week's market correction is long overdue. It is also not over because the true underlying problems are much more serious than the commonly cited causes. And, at last, markets are teaching Xi and Li who in fact is the boss.

Dr Woody Brock, SED Opinion

Perspectives

Time to think contrarian

I don't believe this week's market corrections portend the ultimate downturn in this investment cycle. The endgame will take a few more years. Here are some market, currency and China milestones to watch for to check this view is correct.

Dr Robert Gay, Fenwick Advisers Opinion

Perspectives

What to worry about in China

Fears that China's economy is teetering on the edge of collapse are exaggerated. But it is slowing. And the slowdown will inevitably highlight problems that until now have remained largely hidden, triggering fresh bouts of market volatility.

Andrew Batson, Gavekal Opinion

Perspectives

Is China done?

Many have taken an alarmist approach to the recent sell-off in China's A sharemarket, declaring the bubble has definitely burst. The question was well put by one of our key clients who in late June asked, "Is China Done?".

Dominic McCormick, Select Asset Management Opinion

conference

Markets mispricing future rates

With the Fed signalling its intention to raise rates, there is great disagreement about the quantum of rises ahead. Rates are likely to go higher than most expect - and the risk of a material equity market correction is elevated.

Hamish Douglass, Magellan Financial Group Full Story

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"Lower for longer" is the view of the bulls

The view that markets will go on tolerating lower interest rates for far longer is the more benign, market friendly (almost bullish) outlook than the common thinking that higher interest rates will be good.

Brett Lewthwaite, Macquarie Investment Management Resources

Perspectives

Individual's three types of capital

Individuals have three types of capital - financial capital (pretty obvious, everybody understands that) as well as human capital and social capital. All three affect our financial and retirement decisions.

Prof Moshe Milevsky, York University Opinion

Perspectives

Australia – recession beckons

At 94 quarters old, Australia's economic expansion is the second longest expansion on record amongst the main developed economies. Does a recession beckon?

Chris Watling, Longview Economics White Paper

Perspectives

Why 'smart beta' is really dumb

Does smart beta deserve the attention it is getting? I can't see how it's possible to have more diversification benefit using a factor approach to constructing portfolios than any other approach.

Michael Edesess, EDHEC-Risk Institute0.75 CPD Opinion

Perspectives

China's property bubble is set to burst!

There are a number of reasons to be optimistic about China's long-term economic future, but the short-to-medium term challenges are considerable.

Sam Churchill, Magellan Asset Management Opinion

Perspectives

Undiscovered Fund: Active unconstrained global debt strategy

A total return oriented, actively managed global fixed income strategy that aims to outperform the Bloomberg AusBond Bank Bill Index by 3% pa over the medium-term.

Zenith Investment Partners0.75 CPD Research

Perspectives

Not a People’s Republic - an empire

The single most important macro-trend of our time is China's attempt to transform itself from a typical (if large) emerging market into an empire. The interesting bit for investors is that growing empires usually breed strong currencies.

Louis-Vincent Gave, GaveKal Opinion

Perspectives

China - the true risks to its future growth

China is a glass both half full and half empty. It will continue to grow and become a great superpower, but its future growth rate will be significantly lower than President Xi's "new normal" 6% forecast.

Dr Woody Brock, SED White Paper