A Finsec View – 2021 Wrap and 2022 Outlook

2021-12-22T13:37:51+09:30December 22nd, 2021|A Finsec View|

Issue: 22nd December 2021 2021 Wrap up: Covid the sequel 2021 opened with the good news that Covid numbers were slowing and the promise of vaccines. We distracted ourselves with the traditional summer of cricket and the new year carried with it the hope of renewal and better times ahead. It was easy to believe that [...]

A FinSec View – Future insights into the global economy, FAANG & Fed’s excellent adventure, DINs and more…

2021-11-29T07:42:59+09:30November 26th, 2021|A Finsec View|

Issue: 26th November 2021 This week President Joe Biden declared that he would re-nominate Jerome Powell as chairman of the US Federal Reserve (his current term expires in February). After what has been quite a drawn-out selection process, it is indeed encouraging that Mr Biden has, at last, made the obvious choice, opting for a 'steady [...]

A Finsec View – Responsible investing, Elon Musk, Rivian, Wearable tech and More…

2021-11-15T07:23:35+09:30November 12th, 2021|A Finsec View|

Issue: 12th November 2021 Climate change concerns and energy woes dominated the global economy these past few weeks as nations attended the UN’s Climate Change Conference (COP26). In something of a conundrum, Global leaders were tasked with presenting a compelling case to continue their aggressive fight against climate change right when the demand for fossil fuels [...]

A Finsec View – Property, Gas & oil, Revenge of the deadly trinity of zeroes and More…

2021-11-01T07:27:59+09:30October 29th, 2021|A Finsec View|

Issue: 29th October 2021 As we head into the final quarter of 2021 cautious optimism, both economically and socially sums up our feeling at present. Sydney and Melbourne are emerging from their long lockdowns, summer is coming, and Australian vaccinations rates are high and moving higher. If we look to similar countries overseas, high vaccination rates [...]

A Finsec View – Markets, China’s over-supply, Energy & more

2021-10-29T07:29:52+09:30October 15th, 2021|A Finsec View|

  Issue: 15th October 2021 The inflation drums grow louder every day. This week former US Treasury Secretary Larry Summers said the US economy is overheating, and a shortage of Labor is another factor pushing up prices. He criticised the Federal Reserve's lack of action as inflation surges. The International Monetary Fund says the global economy [...]

A Finsec View – Vaccines & your insurance, Evergrande, Toast and Emerging market themes

2021-10-05T09:23:54+09:30October 1st, 2021|A Finsec View|

Issue: 1st October 2021 Over the course of the last 12 months, the world has progressed through three broad phases of a recovery. The first, occurring in Q2 and Q3 of last year was around the growing understanding of the COVID virus and its management through containment measures. Large cap, growth biased stocks benefited at this [...]

A Finsec View – Jackson Hole, a cartoon rock, best & worst performers and more…

2021-09-06T08:47:31+09:30September 3rd, 2021|A Finsec View|

Issue: 3rd September 2021 Next Thursday, the FinSec team head off for our annual offsite. In FinSec terms, this means two constructive days away from the office as a team, workshopping our processes, improving on our client journeys and planning out the year ahead. As our offices back onto the showgrounds, normally, offsite is an escape [...]

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