Monetary policy no villain
The interbank futures market is right to expect that the RBA will leave policy unchanged at the August board meeting. In this post, I suggest that...
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Dissecting Quality: Earnings Revision Strategies in Australia
It is widespread practice for asset managers to tout their ability to identify and invest in quality stocks. But there is tremendous disagreement...
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Australia could do with more demand growth, but monetary policy to remain on hold...for now
The overwhelming consensus is that the RBA will leave the official cash rate (OCR) unchanged at 2% at this week's board meeting. Interbank cash...
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A Salute to Corporate Australia
The resilience of Australia's corporate sector over the past five years has confounded many global investors. Aggregate profitability has not...
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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...
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