by Mason Stevens | Feb 24, 2021 | Macro & Markets
Yesterday I had the opportunity to speak at the Institute of Managed Accounts Professionals (IMAP) conference, held in Sydney. First and foremost, I would like to thank IMAP for the opportunity to attend and speak to the large cohort of investors and financial...
by Mason Stevens | Feb 10, 2021 | Macro & Markets
Prelude In order to provide you daily content in our morning notes, we are usually organised ~2 weeks in advance with lists of topics and thematics that we hope will resonate with you. Originally, I had planned to write this note about inflation and why I’m...
by Mason Stevens | Dec 17, 2020 | Multi-Asset
Today’s daily missive marks our second last publication for the year and the last of our 2021 outlooks, finishing with our multi-asset view. While it’s useful to derive and forecast performance objectives for specific asset classes, it’s...
by Mason Stevens | Oct 15, 2020 | Macro & Markets
The price of goods, services and financial assets determine our ability to consume or invest in them. If prices increase and our income does not, then we need to reduce our ability to consume or invest. In terms of goods and services, an increase in prices without a...
by Mason Stevens | Sep 28, 2020 | Macro & Markets
The market is now pricing in a cut to the Overnight Cash Rate (OCR) from 0.25% for the RBA’s October 6th meeting, with potential to change other policy measures as well. Let’s take a look why. The Australian Economy and Monetary Policy RBA Deputy Governor...
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