COVID, our economy and monetary policy

RBA Governor Philip Lowe attended the Committee for Economic Development of Australia (CEDA)’s annual dinner on Tuesday evening. The topics he spoke about are not only important to us for their investment implications, but also to understand what policies one of our...

Federal Budget 2020

On Tuesday evening, Commonwealth government Treasurer Josh Frydenberg delivered the 2020-2021 budget (delayed since May) which was brimming with a mix of measures designed to boost near-term demand as well as lift longer-term growth and economic output. The latter,...

I Should Be So Lucky

Want to hear a bond market joke? Q: What do you call Canada after having its credit rating cut from AAA to AA? A: Canad Thank you, I’ll be here all week. On to the note – last week Tuesday the 21st – RBA Governor Philip Lowe spoke at the Anika Foundation annual...