APRA yesterday released their June 2009 performance analysis of super funds and no surprises to see the Industry Super Fund MTAA at the bottom of the pile. with a return of -23.3%. MTAA was the previous number one fund over numerous years but with significant exposure to unlisted asset classes of private equity, property, and …
Monthly Archive: March 2010
Mar 21
Asset bubbles
There has been a lot of talk about asset bubbles around the world despite the Global Financial Crisis still being with us. I thought I’d provide a list off the top of my head and perhaps this represents a list of where most downside investment risk resides… Australian Residential Property…see Business Spectator article here Gold…see …
Mar 21
My 5 Minute Economic Update
Whilst many have declared the global financial crisis over, lingering side effects are still prevalent in numerous forms throughout the world. The financial crisis started as a credit crisis amongst the banks but has now moved to credit concerns amongst some of the governments of the world. Recent financial news has centred on the debt …
Mar 01
Reuters Poll – Westpac disagrees with itself
Fascinating that St George and Westpac, supposedly the same company now, have differing opinions on what the RBA is going to do tomorrow. Clearly, there’s no economic department merger yet! Send article as PDF
Mar 01
Reuter’s Poll for tomorrow’s RBA Meeting
Reuters Consensus / Forecasts Economist – RBA Rate ( % ) AMP – 4.00 ANZ – 4.00 Barclays – 4.00 Citi – 3.75 CBA – 4.00 Deutsche – 3.75 4Cast – 4.00 GSJBW – 4.00 ICAP – 4.00 JP Morgan – 3.75 Macquarie – …