The coming trade war, Some thoughts about 2017, Driverless cars

December 24th, 2016 Weekly Overview

In my final overview for the year, a look back at the year that was and a look forward to what 2017 might hold. Could 2017 see a trade war between the US and China? Will housing prices tip over?

And looking back over this year, I believe the most momentous event was not Brexit, or Trump, but an ordinary looking Volvo driving around Pittsburgh.

The TCI office will be closed between Christmas and New Year, so we won’t be publishing next week. My old mate Stephen Koukoulas will fill in for me till January 16 and he’ll get 2017 started with The Spotlight on January 3. Have a great Christmas and New Year, and we’ll see you in 2017.

NAB Asset Servicing launches Carbon Report product

December 22nd, 2016 Sustainability - With Rachel Alembakis

National Australia Bank’s Asset Servicing division will offer a Carbon Report product to allow custody clients to assess the carbon intensity of their investments.

AND THE WINNERS ARE … SMALL RESOURCES

December 22nd, 2016 Charts

Small Resources Index, Large Resources Index and All Ords

ALL ORDINARIES, PAST 2 YEARS

December 22nd, 2016 Charts Source: Iress

Simon Mawhinney

December 22nd, 2016 Full Interviews

Alan Kohler:  Well firstly Simon, congratulations on your performance this year, I think you’ve, you’ve, you’re the winning fund in Australia um.. Simon Mawhinney: Oh thank you very much.. AK: Um, so can you perhaps explain what was behind that performance which was a long way ahead of any others and I think that what … Continue reading “Simon Mawhinney”

Hamish Douglass

December 22nd, 2016 Full Interviews

Alan Kohler -Well, Hamish, what do you think the biggest event for investors was in 2016? Was is that American election, or the bottoming of bond yields in July, or something else? Hamish Douglas – I think it was actually the bottom, bottoming of bond yields in, in July in terms of what really moved, … Continue reading “Hamish Douglass”

Stephen Koukoulas

December 22nd, 2016 Full Interviews

Alan Kohler:  Well Stephen what surprised you about the Australian economy in 2016? Stephen Koukoulas:  I think the biggest surprise was how rapidly and how steep the decline in inflation was. That we started off the year with the expectations that inflation would be low, you know holding around that 2 to 2 ¼ % … Continue reading “Stephen Koukoulas”

Talking Finance

December 22nd, 2016 Talking Finance

What a year in economic events: bonds, the Aussie dollar, the TPP, Bellamy’s and more. In my final Talking Finance of 2016, I aim to recap the highlights with some help. Hamish Douglass shares his take on the biggest event of the year. I also get his perspective on China and will America start a trade war … Continue reading “Talking Finance”

Bailador

December 22nd, 2016 Venture Capital

Venture Capital: Not Just About Early Stage Partnerships This project has been solely focussed up until this point about unlisted vehicles and when it’s come down to real estate, infrastructure, bond funds and peer to peer lending we’ve managed to cover a wide array of options with varying degrees of risk, return and different structures … Continue reading “Bailador”

James Brandis’ Portfolio

December 22nd, 2016 Uncategorized

James Brandis’ portfolio includes the following listed companies Ansell ANZ BHP NAB Orica Ramsay Rio Tinto Wesfarmers




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