Over the last 5 years, total arrears by non-bank lenders have consistently outperformed major bank, regional bank arrears and the SPIN index. This fact generally tends to surprise end investors,...

In the article below we explore whether the case study is a one-off, or an increasingly common example of when market prices dislocate due to ESG concerns, and ask whether...

The impressive recovery in the Australian labour market has brought forward expectations for the timing of the RBA’s first cash rate hike. Earlier this month, the RBA indicated that it...

When interest rates on deposits are so low, and are likely to stay this way for many years, it is worth checking if investment arrangements are holding more cash than...

The Australian Treasury expects that 60% of the economy can be recovered once we achieve Stage 3 of National Cabinet’s re-opening plan. This correlates with the RBA’s recent ‘Upside Scenario’...

Discussions on unwinding COVID-related social distancing measures have moved to the fore. Australia’s leaders have managed the crisis relatively well so far. In doing so, they have demonstrated competence and...