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No Guarantees For The Global Recovery

Sep 14 2009

Evidence abounds that a recovery is brewing, but policy makers in the West and East need to be aware they still have an important part to play.


RBNZ Also Moving Into Tightening Bias

Sep 14 2009

The next move in official interest rates in New Zealand will be up.


Rudi On Thursday

Sep 14 2009

Weekly musings from your editor. If ever there was a powerful argument about the share market, this would be the one.


Get Back To Work America

Sep 11 2009

While there is a host of equally important reads on the health and prospects of an economy, this time around US Employment is at the tops of the list.


Rudi On Thursday

Sep 07 2009

Weekly musings from your editor. September appears to have brought the pullback for equities. Should we fear the worst?


Outlook Improving For Property Companies

Sep 01 2009

ING Clarion Real Estate Securities is conveying the message the outlook for property companies globally is improving.


Rudi On Thursday

Aug 31 2009

Weekly musings from your editor. Why the Chinese are unable to break the Big Three’s control over the iron ore market.


Rudi On Thursday

Aug 24 2009

Weekly musings from your editor. Taking a “contrarian” (value) approach can be rewarding if it is combined with a patient, longer term strategy.


Value Investing Delivers Long-Term Excess Returns

Aug 18 2009

A study by Russell Investments shows a value investing approach has delivered excess returns on the Australian market, though periods of underperformance are to be expected.


Employment The Key Driver Of US Equities

Aug 17 2009

The recent rally in equities has caused investment manager Janus Capital Group to question whether further gains are justified.



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