The copyright to Peter Pan is now in the public domain. While Peter won’t grow up, we have economies that are not quite ready to slow down all the way! The soft landing didn’t happen in 2023 but still looks good for 2024. What happ...
Learn moreAt a Glance: The U.S. market's abundant dry powder creates a highly competitive environment, with investors and General Partners (GPs) targeting larger, established companies, often leaving smaller, viable businesses underfunded. Despi...
Learn moreRenters are doing it tough in Australia’s major cities, but overseas institutional investors see an opportunity in the multifamily built-to-rent space. Our chart of the month below, shows that rental vacancy in Australia is now among the lowes...
Learn moreCentral banks are still waiting to see more data before declaring victory against inflation but it seems like the war has already been won. ”Happy Xmas (The war is over).” Even better, a soft landing still seems the most likely outcome for t...
Learn moreAfter raising interest rates at its November meeting, the RBA did not have enough information at its December meeting to justify any bold moves. A decrease in monthly inflation for October was encouraging and the large increase in the quarterly Wage Pri...
Learn moreAustralia has the tenth-highest Greenhouse Emissions (GHG) per capita in the world. Our top ten GHG emitters produce 45% of our emissions. Seven of these emitters are electricity producers (see chart below). The fourth-largest emitter, Origin Energy, is...
Learn moreWith the latest quarterly inflation data surprising on the upside, the RBA raised interest rates on Melbourne Cup Day “Without a fight”. Prior to the September quarterly inflation data, the market believed that another interest rate increase...
Learn moreWith the return of El Nino, conditions are hotting up in Australia. However, the US bond market is also feeling the heat with a sell-off leading to higher yields for longer-dated bonds. These are conditions not seen since the 1980s! Back in the People&r...
Learn moreIncreasing financial stress on mortgage payers While Australia is not in recession, it sure feels like it for many households. The tube of toothpaste is being squeezed from both ends with rising living costs at one end and rising mortgage payments a...
Learn moreAt a Glance: The private debt market has witnessed a significant growth with total private markets assets under management (AUM) reaching $11.7 trillion as of June 30, 2022, largely driven by long-term lenders like pension funds and wealth manag...
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