I appeared on ausbiz to share my thoughts on the current bull market, including the potential for a correction in January or a broader pullback next year. We discussed how disinflation and economic ...
According to multiple commentators and outlets reporting on those commentators, the equity market is now at a euphoric level – officially. Evidently, there’s a measure for euphoria produced by Callum ...
According to Horstmeyer, between 2020 and 2024, investors exhibited riskier and less efficient trading behaviours compared to pre-pandemic times. And here’s the kicker: this poor market timing has ...
The Australian Financial Review (AFR) is reporting the Reserve Bank of Australia (RBA) has estimated that the Australian private credit market has grown to around $40 billion, or around 2.5 per cent ...
In today’s dynamic financial landscape, private credit has emerged as a compelling alternative for investors seeking attractive yields with minimal volatility. But as the asset class grows, ...
We first published this blog back in August, but that might have been a little premature. With the U.S. voting for their next president in 24 hours, we think publishing today is more timely. Enjoy.
Yesterday, I joined Ausbiz to share my thoughts on the outlook for Australian equities heading into 2025. We discussed how the current environment of economic growth and disinflation supports markets, ...