Saturday, December 21, 2024
In the 8 years since the start of Trump’s first term, the global economy has changed fundamentally. Part 1 looks at big changes in the shape and distribution of economic growth: There are 600 million more people in the world. That's more than the entire 19th century! Populations are aging everywhere. The global economic pie is US$10 trillion larger.
Having spent the past 18 days travelling around North America, here are my top-10 observations on the election race from New York. What are Americans saying about the election race and the campaigns? Barricades are being erected all over New York City – is it in anticipation of civil unrest following the election?
It was Australia's best ever medal haul based on a simple medal count. But who were the real winners when we adjust for the vast differences in population and wealth in each country? How do we really rate against our rivals and peers?
Australia’s economic growth has been increasingly reliant on population rather than real reforms to improve productivity and living standards. It has been deteriorating for several decades through governments of all types. Here is the Big Picture you will not find anywhere else.
Australia has the fastest rising residential property prices and rents in the world, making it Residential ‘Landlord Heaven, Tenant Hell’. The tide will turn one day, but when?
Australia’s population just hit 27 million, 18 years sooner than planned. Australia has the highest population growth rate outside of Africa, but it is still the sparsest country on earth.
Australia and the US have had the best share markets in the world for the past 100+ years, but: Why? Which market has generated higher returns? Which has had the bigger booms and busts? Who’s turn is it next?
It’s tax return time in Australia. As we fill in our tax returns and pay our taxes, we often wonder – Am I paying too much tax? Am I paying my ‘fair share?’ What is a ‘fair share’, anyway?
‘For many years, Ashley has been my go-to source of information and analysis on what’s going on in financial markets and why.’
“Ashley has an encyclopaedic knowledge of the markets – I call him Mr Google!”
Noel Whittaker, AM – Australia’s best-known personal finance writer, columnist, and media commentator for the past three decades. He has written more than 20 books on personal finance, his columns appear in almost every major Australian newspaper, and he appears regularly on radio and TV as an expert on finance and investing. Noel Whittaker AM
“Over the past 20 years, Ashley has been an invaluable assistance to me, as a reliable source of unbelievably strong and interesting data, and many good investment ideas.” "The depth and quality of Ashley’s research and analysis of investment markets is the best in the business.”
“Over the past 20 years, Ashley has been an invaluable assistance to me, as a reliable source of unbelievably strong and interesting data, and many good investment ideas.”
"The depth and quality of Ashley’s research and analysis of investment markets is the best in the business.”
Dr Don Stammer - Australia’s most respected economic writer, commentator, and speaker for the past 40 years, with a distinguished career including the Reserve Bank of Australia, Chief Economist at Deutsche Bank Australia for 21 years, chair of nine ASX companies, plus numerous non-listed and not-for-profit boards. Read more
“What sets Ashley Owen’s analysis apart from investment banks and the financial press is his deep fact-based understanding of long-term financial data, rather than getting caught up on the daily noise over issues that may generate trades or sell newspapers today, but will be irrelevant and misleading two years from now.”
Hugh Dive, CFA. Chief Investment Officer, Atlas Funds Management, and frequent expert commentator quoted in the AFR.
“Ashley’s unique fact-based analyses and insights into Australian and global markets are always worth reading. He has an incredibly deep and comprehensive store of financial markets data.”
Chris Cuffe, AO – One of Australia’s best known and most experienced investment managers – former CEO of industry giants Colonial First State, then Challenger Financial; founder and Chair of Australian Philanthropic Services, and Third Link Growth Fund; current/former chair, director and/or investment committee member of numerous funds including UniSuper, Argo Investments, Hearts and Minds Investments, Paul Ramsay Foundation, and many others. Read more.
Ashley is one of the best writers and thinkers on financial markets in Australia. His unique analysis and research is always fact-based and insightful, not the usual uninformed market noise and waffle that infects the mainstream financial media.
Graham Hand - Editorial Director of Morningstar Australia, including Founder/Managing Editor of FirstLinks, Australia’s leading newsletter and publishing service on wealth management, superannuation, and personal finance.