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4 May 2024
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The US is days away from a presidential election with major repercussions for economic policy and investments in the US and the world. Views from First Sentier Investors and BNP Paribas Asset Management.
Central bank independence was an appropriate solution when inflation was a threat. In today’s low-inflation, low-growth and high-debt world, even central banks doubt their level of influence.
Even the experts concede that the more you know, the less you can be sure. Donald Trump is playing a game of brinkmanship with the trade wars, and it could end badly. Or not.
Tariffs are often seen as a negative for global trade. However, for road, rail, and port operators, tariffs may only re-calibrate origins and destinations. Political risk and the typically short life of a tariff also need to be considered.
In the 1970s, bank branches had pistols in the teller drawers and cupboards, but behind the accidents and hilarious stories lies a grim truth that is a warning to Trump's crazy idea to arm teachers.
After many years of disappointment, there is a renewed focus on the US’s need to invest heavily in infrastructure. With investors looking for consistent revenue streams, it's a welcome addition to the asset class.
Growth assets have defied most predictions and performed well six months on from Trump’s election, but what will be the market consequences of a possible impeachment, using history as a guide.
Is it better to position a portfolio with an over-reliance on economic growth expectations, or find companies winning market share, cutting costs, restructuring and acquiring independently of GDP hopes?
Trump’s vision for US trade policy might suit US corporates and Middle America, but the rest of the world will suffer the consequences. Income inequality and environmental setbacks are other unwelcome effects.
US small business expectations are high under a Trump presidency but reality and fundamentals rather than sentiment will need to kick-in soon to justify recent market gains.
President-elect Donald Trump divides opinion, and there is no way of knowing whether the rhetoric that won him the top job will translate into action. Here's a quick look at some implications.
The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.
Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.
How useful are the retirement savings and spending targets put out by various groups such as ASFA? Not very, and it's reducing the ability of ordinary retirees to fully understand their retirement income options.
Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise.
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
The $3 million super tax will capture retired, and soon to retire, public servants and politicians who are members of defined benefit superannuation schemes. Lobbying efforts for exemptions to the tax are intensifying.