Edition: Feb 2025

1-3 out of 3 results.

Financial MarketsRetirement planningInflationAustralian shares

Inflation Cycles & the Australian share market - the Big picture

Share market returns vary greatly in different inflation conditions. Returns are consistently lower (and below average) when inflation is rising, and consistently higher (and above average) when inflation is falling. This applies to nominal returns and even more so to 'real' returns after inflation. If the recent era of declining inflation is over, what comes next?

Ashley Owen Feb 10, 2025 2

Australian shares International sharesAsset allocation, portfolio constructionRetirement planning

Australia: Highest dividend yields in the world, so why the endless chase for even higher yields?

Australia has, and has had for decades, the highest dividend yielding share market in the world. This delivers enormous benefits to Aussie investors and retirees by eliminating many of the portfolio planning issues and risks faced in other countries. So why the endless yield chase - where so many people fall victim to high-yield traps and scams?

Ashley Owen Feb 04, 2025 4

EconomicsFinancial MarketsInflationInterest ratesAustralian shares International shares

January 2025 snapshot: Trump’s pro-growth agenda boosts shares + ChatGPT’s effort- which is better?

Here's my monthly wrap-up of financial markets for Australian global investors. What moved markets and why? plus I get ChatGPT to write the same report - let me know which is better! OpenAI founder Sam Altman says ai will replace humans in 868 days time - am I worried?

Ashley Owen Feb 02, 2025 6

“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

“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.

“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.

‘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

“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.