Join us today as MB Fund Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller discuss the future of the Pacific Peso. – What is sitting behind the recent fall in the AUD? – Can the current drivers be relied upon for future direction? – How is the Emerging Markets Crisis and Trumps Trade

After a full year in the office, we are happy to announce round two of the MB Fund seminar series. This year’s agenda is, of course, The Great Australian Housing Crash! Come one and come all to see (and meet) Leith van Onselen, David Llewellyn-Smith and Damien Klassen as they discuss just how fast and

  Australia       Australia – Economic Policy Uncertainty   Sydney & Melbourne – Auction Clearances   Australian GDP   Coal Production & Consumption    Electricity Generation   Major LNG Plants   Implications of Tightening Lending Standards   Disposable Income by Decile   Loan Rejections   Public Satisfaction with the National Direction   Tobacco

Tues September 4th Presenter: Dr Cameron Murray Venue: Brunswick Mess Hall Tickets Everyone needs somewhere to live. It is a simple fact. Australia’s economy keeps growing every year. As a nation, we are richer than any other time in our history. We also have some of the most expensive housing in the world. We step over

Join us today as MB Fund Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller discuss current market conditions and how someone who is nervous about entering sharemarkets can still take advantage of opportunities. – Capital protection whilst still capturing some upside of shares – When to climb the wall of worry

Tues September 4th Presenter: Dr Cameron Murray Venue: Brunswick Mess Hall Tickets Everyone needs somewhere to live. It is a simple fact. Australia’s economy keeps growing every year. As a nation, we are richer than any other time in our history. We also have the most expensive housing in the world. We step over rough sleepers

By Leith van Onselen Earlier this month, Roy Morgan Research revealed that Netflix had lifted its Australian subscriber base to 9.8 million households after a 30% annual surge in subscribers. By contrast, Foxtel’s subscriber base slid by 2.7% to 5.4 million households: Yesterday, Roy Morgan Research released similar analysis of the New Zealand subscription television market,

After a full year in the office, we are happy to announce round two of the MB Fund seminar series. This year’s agenda is of course The Great Australian Housing Crash! Come one and come all to see (and meet) Leith van Onselen, David Llewellyn-Smith and Damien Klassen as they discuss just how fast and

This Afternoon (12:30pm AEST) on the live MB Fund Webinar looks at the Emerging Markets Crisis. – Is the Turkey basted? – Which is the next domino to fall? – Is China THE risk? – How these themes translate into investment practice at the MB Fund  SIGN UP for webinar, and have your questions answered live! Can’t

After a full year in the office, we are happy to announce round two of the MB Fund seminar series. This year’s agenda is of course The Great Australian Housing Crash! Come one and come all to see (and meet) Leith van Onselen, David Llewellyn-Smith and Damien Klassen as they discuss just how fast and

By Leith van Onselen Yesterday’s Roy Morgan Research survey revealed that Netflix had lifted its Australian subscriber base to 9.8 million households after a 30% annual surge in subscribers. By contrast, Foxtel’s subscriber base slid by 2.7% to 5.4 million households: As Foxtel has lost its monopoly grip on the pay TV space, it has pivoted

Here is an interesting table from Technology Foresight showing the most disruptive technologies and a timeline for when they are expected. I have shown the most imminent ones below, click the image below for the full table as a pdf: I’m interested in your thoughts (preferably with supporting research or at least some sort of reason to

By Leith van Onselen Online streaming services Netflix and Stan have seen their subscriber base lift while Foxtel’s has fallen, according to Roy Morgan Research: Subscription Video On Demand (SVOD) juggernaut Netflix has continued its impressive growth over the last year with over 9.8 million Australians in the June 2018 quarter now having a Netflix

Australasia     Australia & New Zealand – Unemployment     Australia & New Zealand – Participation     Australia – Housing Credit & House Prices       Australia – House Prices to Median Income       Australia  – Mortgage broker Share of New Home Loans to 3Q 2017       Australia

Australia       Australia – Dwelling Prices – Expected v Actuals     Australia – Graduate Visas     Australia – Core Inflation     Australia & New Zealand House Prices and Global Equities     Australia – Employment Growth     Australia -Underlying CPI     Australia – Unemployment & Participation    

      Australia       If the Next 25 Years are like the last 25       The Descent from the RE Peak       Sydney & Melbourne, Prices and Time on Market       Sydney Auction Clearance Rates       Mortgage Rates       Regional Australia Proportional

Australia       Major City House Values over last 25 years       House Price growth – Major Cities       Population Increase and Dwelling Investment       Population Growth       Net Overseas Migration by Visa – From July 5 Presentation made in Wollongong by Alexandra Heath    

From AMP: We are managing our portfolio in a very active market and our decisions on rates are never taken lightly. We have held off passing this cost on to customers for as long as we can and in fact have not increased interest rates for existing customers since June last year. With any change,

Here it is: The Australian Government should operate a program under which it will enter into low fixedprice (for example, $45–$50/MWh) energy offtake agreements for the later years (say 6–15) of appropriate new generation projects which meet certain criteria. In doing so, project developers will be able to secure debt finance for projects where they

Forgot to post this earlier but I’ll just leave it here. In 1990 I lived in London and enjoyed the World Cup first hand as the Poms made the semi-final  versus Germany. When Chris Waddle hit the post in extra time I nearly ruptured my melon on the ceiling fan in the local pub. Then

And markets are listening. The AUD is copping it: Bonds are bid: XJO is down solidly: CNY is getting smashed: Shanghai is all red: Copper is mashed: Iron ore and coking coal too: Big Iron is dumped: And Big Gas: Gold is mixed: Big Mortgage down sharply: Big Realty is a big yawn:   I