Saturday, December 21, 2024

Jan 2024

1-6 out of 6 results.
Wealth, InequalityPopulation, demographics, immigrationAustralian shares Exports, tradeAustralian economy
Australia's remarkable population-led growth

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. 

Ashley Owen Jan 31, 2024 2
Australian shares Australian economyExports, tradeWealth, InequalityCommodities & Mining
Reflections on Australia - lucky country for investors!

In Australia we tend to take a lot for granted. Australia is the richest country in the world per capita (a record we have held since 1890) - but why? It's not just resource riches and/or British colonisation - there are plenty of resource-rich countries, and plenty of ex-British colonies that are economic basket cases today.  How I personally got lucky - twice - in the great lottery of life.

Ashley Owen Jan 27, 2024 2
International sharesAustralian shares Asset classes, asset class returns
Share Market Pricing per Country - how do we rate?

The US dominates world markets and is the sole reason why the global share market as a whole appears very expensive. On the other hand, Australia appears much better value – but is it?

Ashley Owen Jan 22, 2024
Stock market crashesWars & military conflictsInvestment bubbles/busts, cyclesInternational sharesAustralian shares Asset classes, asset class returnsRecessionsRetirement planning
124 Reasons NOT to invest! - This time is different - or is it?

Every year there are ‘End of the world’, or ‘End of life as we know it’ crises and threats that scare investors into waiting and watching from the sidelines, but share markets have always seemed to power through them. Are the current batch of threats and fears different this time?

Ashley Owen Jan 17, 2024
Australian shares Asset classes, asset class returns
Australian Share Market Annual Returns Pyramid

2023 was a good year for the Australian share market, but where does it sit in historical terms? The past five years were actually rather boring and ho-hum for the share market – despite a host of extreme events like the Covid lockdowns, steep recessions, inflation spikes, aggressive rate hikes, wars, rising military tensions, bank collapses, etc.

Ashley Owen Jan 12, 2024 2
Asset classes, asset class returnsAsset allocation, portfolio construction
Patient Passive investors defy Panicking Professionals – again!

Patient Passive investors defy Panicking Professionals – again! In 2023, almost all asset classes posted positive returns, most were above average, and most beat inflation, despite doom & gloom from the so-called ‘experts’.  Here is the Good, the Bad, and the Ugly asset classes for 2023.

Ashley Owen Jan 09, 2024

‘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.”

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.

 

 

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The information contained in this document relates to historical, factual events and returns, and contains general commentary and observations about financial markets, asset classes, and asset allocation. This document, or any part thereof, does not, and is not intended to, constitute investment advice, or financial advice, or financial product advice, in any jurisdiction in which it is published, re-published or read. It does not recommend, encourage, or influence readers to buy, hold, sell, or deal in any financial product or security. Where securities of financial products are mentioned, it is purely for the purposes of illustration, context, and/or education, and not intended to influence anyone to buy, hold, sell, or deal in it. The information is current when written. All reasonable measures are taken to ensure its accuracy at the time of publication, but the author accepts no responsibility or liability for any errors or omissions. This document is only provided to, and intended for, holders of Australian Financial Services Licences. It should not be used or relied upon by any person or entity other than a duly licenced AFSL holder, or authorised representative thereof. The author receives no benefit, financial or otherwise, from any product provider, or product issuer, or any other firm involved directly or indirectly in the provision or services in or to financial markets or industries, whether mentioned in the report or not. Any opinions expressed by the author are his alone, and are intended for the purposes of education.