RBA May Meeting, and will winter 2017 bring the peak in gas and electricity prices?

May 17th, 2017 Research Watch

Digesting the RBA May meeting minutes means making a meal of the RBA’s evolving view of part-time employment by choice versus underemployment. Meanwhile, to quote Game of Thrones, winter is coming, and Credit Suisse downgrades both AGL and Origin on analysis that the peak in gas and electricity prices is also coming this winter. Also, the news is good for Newcrest’s Cadia mine, with earthquake damage not as severe as it could have been.

Budget 2017, National Australia Bank, and global housing regulations

May 10th, 2017 Research Watch

Budget 2017 is here, and initial conclusions from the analysts is that it didn’t hold too many surprises. The big change will be the 0.6% levy on banks with more than $100 billion in deposits, while analysts flagged the new spending on infrastructure as well. We will bring you more coverage of brokers’ Budget conclusions in Alan’s Overview this Saturday.

How do you predict a recession? Lookout for over investment

May 9th, 2017 Fund Managers

Fund Manager Chris Bedingfield remembers the commercial downturn of the early ’90s and incorporates lessons learned in his approach to risk. The co-founder of Quay Global Investors has diversified across styles and geography to minimise that risk. He’s also avoiding offices and shopping centres, the most commonly available styles of REITs in Australia. Chris Bedingfield tells James Brandis … Continue reading “How do you predict a recession? Lookout for over investment”

US jobs, Financialised commodities, La belle France?, Growth Haven, the Budget

May 6th, 2017 Weekly Overview

Investing in Australia is not delivering great returns in the past year, or the past 10 years. Alan explains why and looks at what options we have if we don’t invest in Oz.

Treasurer Scott Morrison elaborates on the division of good and bad debt. And Alan reflects on a milestone birthday.

Budget preview, ANZ says bài bài la to Asia and RBA’s game of chicken

May 4th, 2017 Talking Finance

ANZ is pulling out of Asia – not completely – CEO Shayne Elliott says that it’s part of their growth story and they’re focussing on a set of core strengths.

The Reserve Bank kept rates on hold this week because they still have concerns about housing and household debt. Gareth Aird deciphers what this means for investors and potential home buyers.

Tensions rise between labour market and housing market but which will break first

May 4th, 2017 Full Interviews

As a surprise to no one, the Reserve Bank kept interest rates steady after their meeting on Tuesday.

The RBA is happy because headline inflation is back within the target band, but concern remains about the level of household debt.

Budget 2017, banking sector half-yearly reports, & Amazon’s impact on advertising

May 3rd, 2017 Research Watch

This week, policy wonks, political geeks and financial number-crunchers turn their attention to Canberra in the lead up to Budget Night 2017, and analysts have already begun to look at potential impacts on various sectors. Meanwhile, the banks are releasing their half yearly figures, and some are questioning how long the good times (or earnings) are going to roll, if mortgage repricing begins to slacken. Plus, if you think Amazon is only going to impact on the retail sector, Morgan Stanley urges you to think again.

30% of household borrowers have no buffer, but that’s less than before

May 3rd, 2017 The Spotlight

The federal budget is looming and housing affordability is being discussed by both sides – some might say – ad nauseam. But is the Great Australian Dream beyond repair?

What is Australia’s investment outlook?

May 2nd, 2017 FUNDamentals

Selected fund managers write exclusively for The Constant Investor and address our question of the week. We also summarise the latest opinions of leading fund managers to bring you a range of views in one convenient location.

Milton Corporation replaces Hunter Hall

May 1st, 2017 Uncategorized

Milton Corporation is an Australian Listed Investment Company since 1958.   1 May 2017 Peter Rae spoke to Alan Kohler Hunter Hall – almost the minute you recommended them, the world fell apart. Yes, it was very unexpected. I’d only met with Peter Hall just a few weeks before that, and there was no indication … Continue reading “Milton Corporation replaces Hunter Hall”




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