Yesterday on MB Fund Webinar, Good Defence is the Best Offence, David Llewellyn-Smith, Damien Klassen and Tim Fuller examined: Can volatility be viewed as a whole or a sum of many parts? Assessing the traditional safe havens: cash, bonds, gold, USD How stock selection can help insulate a portfolio in volatile times Tactics used at Nucleus
This Afternoon on MB Fund Webinar, Good Defence is the Best Offence will have David Llewellyn-Smith, Damien Klassen and Tim Fuller taking a swing at market strategies. Can volatility be viewed as a whole or a sum of many parts? How stock selection can help insulate a portfolio in volatile times? Where are the safe havens
In this episode of MB Fund Webinar, Resources – Dirty Business will have David Llewellyn-Smith, Damien Klassen and Tim Fuller talking dirty on Australian Resources. Resources sector valuations Commodity price outlook World commodity demand Find out below: Take us on your daily commute ! Podcasts now available on iTunes and all major Android Podcast Platforms for Nucleus Insights. For
This episode of MB Fund Webinar, Quant Rocks : Value is Key [3/4] will have Head of Investments – Damien Klassen and Tim Fuller discussing Damien’s favourite tool. How do we pick ‘Value’ stocks ? Man vs Machine: Where do quant processes help, where do they hinder ? How Value stocks perform over the long
In this episode of Nucleus Insights David Llewellyn-Smith, Damien Klassen and Tim Fuller take a look at investing ethically. How far should you go? Are there be any restrictions on your potential portfolio development? What is your bottom line? Join us and listen / watch ahead. Take us on your daily commute ! Podcasts now
WEBINAR LIVE THIS AFTERNOON 17th May, 12:30 PM (GMT + 11:00): Ethical Impacts on your Bottom Line Join David Llewellyn-Smith, Damien and Tim as they take a look at the impact of ethical investments to your portfolio. – Weighing up the pros and cons of applying ethical investment choices. – Can we make a difference ?
MB Fund Webinars, now available on Podcasts Since our MacroBusiness Road-Show in September, we heard your feedback for a podcasts series during your morning commute to work. First we introduced MB Fund Webinar series, live every Thursday, keeping you company during your break. Today we present to you MB Funds Podcasts, available on iTunes and all major Android
Ahead of the May budget Gunnamatta spoke with Leith van Onselen and David Llewellyn-Smith about the economic outlook and the unfolding Australian economic narrative. In a wide ranging discussion Leith and David cover Australia’s reliance on commodity exports and the implication a subsiding global commodity market has for this dependence, as well as the potential
Ahead of the ABC’s planned 4 Corners report on a ‘Big Australia’ and discussion about Australian immigration planned for Q&A, Gunnamatta spoke with Leith van Onselen about Australia’s immigration backdrop and the significant ramp up of immigration numbers which occurred in 2006, as well as recent calls for immigration levels to be reduced. In a
In the wake of the 2017 Federal Budget and with prices for Australia’s major commodity exporting slumping Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about the Australian economy and its key drivers and outlook. In a wide ranging discussion they cover the role that immigration is currently playing in sustaining Australia’s current economic
Upon the release of the new book ‘Game of Mates’ he has co authored with Paul Frijters about grey corruption and insider networks across a range of Australian economic sectors, Gunnamatta spoke with Cameron Murray about corruption, vested interest influence on political decisionmaking and resistance to public accountability and reform. In a wide ranging discussion
Just weeks out from the 2017 Federal budget Gunnamatta spoke with David Llewellyn Smith and Leith van Onselen about the economic backdrop framing budget decisions, as well as the dynamics of Australia’s key commodity exports and the implications this has for the economic outlook, employment, incomes growth and the housing market. With the federal government and
With the Brexit vote in June and the Donald Trump win in the U.S. Presidential election in November 2016 delivering an electoral riposte to a generation of increasing globalisation, Gunnamatta spoke with David Llewellyn- Smith and Leith Van Onselen about how the Australian economy is currently positioned, and of the implications for Australian economic policy
Upon the release of the 2016 Federal Budget Gunnamatta spoke with David Llewellyn-Smith, Leith van Onselen and Callam Pickering of CP Economics about the underpinnings of the budget, the integrity of some of its assumptions and forecasts, and the risks to the economy over the coming year and beyond. In a 45 minute discussion the
With the advent of the ALP proposing to limit Negative Gearing of Residential Real Estate to new construction only, should it be successful at this year’s federal election, triggering a range of responses in the Australian political sphere and media, Gunnamatta spoke with Leith van Onselen and David Llewellyn-Smith about the effect of Negative Gearing
With the Government under mounting pressure to identify how it will attempt budget reform while supporting consumer spending Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about how the Australian economy shapes up in the early months of 2016 and the major influences on how it will withstand the continued fall in Mining Capex, the
With 2015 coming to a close amidst stronger than anticipated GDP and employment data, but with the MYEFO drawing veiled warnings from the ratings agencies about potential AAA implications, while prices for Australia’s major exports crash, Gunnamatta spoke with Leith van Onselen & David Llewellyn-Smith about how the Australian economy has fared throughout the year,
After the release of the 1Q 2015 Capex data by the ABS, Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about the significance of the data for the national economy. In a wide ranging discussion, they covered the outlook for aggregate demand, interest rates, and employment, and discussed how the economic outlook will
With the government under increasing pressure and the economy remaining soft against a backdrop of an increasingly deflationary international environment, David Llewellyn-Smith and Leith Van Onselen talk with Gunnamatta about the implications this has for the Australian economy over the coming year or more. In a wide ranging discussion about the pressures coming onto the economic radar –
With ‘Hog Wild’ investors pushing Australian real estate to all time highs, as the global macro backdrop turns more ominous and the domestic economy prepares for a more austere environment, Gunnamatta spoke with David Llewellyn Smith, Leith Van Onselen, and Lindsay David, author of ‘Australia: Boom to bust’ about the dizzying ascent of Australian real
With mainstream media attention focused on whether Australia is or isn’t in a real estate bubble, and the atmosphere around Sydney prices becoming rarefied, Gunnamatta spoke with Leith Van Onselen, Catherine Cashmore, and special guest, Professor Steve Keen, on the current real estate market, the supply and demand drivers articulated by that market, and the
With major global market players warning about equities and bond bubbles and the RBA warning again about the risk of an Australian real estate bubble, Gunnamatta spoke with David Llewellyn Smith about the bubbles in play, how they are being fuelled by global monetary policy, the likelihood and potential timeframes of “tapering”, and the likely
With auction clearance rates in Sydney and Melbourne climbing above 80% and with the RBA, APRA, the media and real estate groups increasingly talking about, warning about, or mulling whether Australia is facing a renewed real estate price bubble, Gunnamatta spoke with David Llewellyn Smith and Leith Van Onselen about whether we are in a
The June Quarter 2013 ABS Capital Expenditure data release on Thursday weakened substantially, and pointed to a further deterioration in the economic outlook. Gunnamatta spoke with David Llewellyn Smith about the current figures and future forecasts, as well as the possible moves to address this deterioration from both the fiscal and monetary side, as well
Ahead of the release of the July FOMC Minutes, widely expected to provide further guidance on when the US Federal Reserve begins to taper, Gunnamatta spoke with Deus Forex Machina about the lay of the land in global FX markets, and how this is shaping up for the AUD, as well as the changing role of
With less than 3 weeks before the LNP coalition returns power in what looks increasingly like it may be an election landslide, Gunnamatta spoke with David Llewellyn Smith and Leith Van Onselen about the way economic issues have played out in the campaign, the economic backdrop, and the increasing disconnect between the economic outlook and
With the AUD already under the cosh from weak dwelling approvals and Glenn Stevens mid-week comments, Gunnamatta spoke with Greg McKenna of Global FX about sentiment surrounding the Aussie and the way markets may react if a large revenue hole is unveiled, and the way the RBA will look at future cuts in 2H 2013,
With dwelling construction approvals down in June but real estate prices taking off, Gunnamatta spoke with David Llewellyn Smith and Leith van Onselen about further RBA rate cuts, a lower dollar and the prospects for Australian rebalancing.
With Australia in the midst of a phoney war before an election campaign Leith van Onselen and Catherine Cashmore discuss with Gunnamatta the silence of Australia’s political process (and both sides of politics) on the subject of affordable housing. The discussion ranges over the factors which have created Australia’s extraordinary real estate prices, and the
After a week which began with the AUD sold off on concerns about a slowing Chinese, but getting support from Bern Bernanke’s mid week testimony about the future of US monetary policy mid week, Greg McKenna spoke with Gunnamatta about the direction of the Australian dollar, the factors shaping the RBA’s next steps in Australia,
