Chart of the week: Youth unemployment

Chart of the week: Youth unemployment

This week Anthony looks at youth unemployment, as official numbers are now stating over 300,000 Australians aged between 15-24 are now unemployed, thanks to COVID and the associated lockdown measures. The analysis, however, doesn't take into account the underemployed, which blows out this figure even further. So what is the true impact?

03 July 2020
Opportunities in EM Asian equities?

Opportunities in EM Asian equities?

The global health crisis has driven a wedge between parts of the equity market. Perhaps one of the starkest examples can be found in Asia. The MSCI Emerging Markets (EM) Asia index has now recovered nearly 85% of its loss since its low in late March, but much of this is due to the performance of Chinese, Taiwanese and Korean stocks that dominate the index.

01 July 2020
Another false dawn for value stocks?

Another false dawn for value stocks?

Value stocks have outperformed growth stocks over the past month, raising the prospect of a changing of the guard in terms of market leadership between the two investing styles. Growth has been dominant up to now and a broader participation of stocks in the recovery would be welcome, but over the past decade, previous periods of value outperformance have been short-lived. Will this time be different?

11 June 2020
Chart of the week: A surprising rally

Chart of the week: A surprising rally

April was a good month for Australian investors, with major asset classes like global equities (7.7% in AUD terms) and global fixed income (1.4% in AUD terms) producing positive returns over the month.

01 May 2020
Chart of the week: Bond versus equity yield

Chart of the week: Bond versus equity yield

With interest rates at all-time lows, and set to remain there for “…years, perhaps decades…” according to Reserve Bank of Australia (RBA) Governor Philip Lowe, it is likely that Australian investors become willing and able participants in the global hunt for yield. However, Australians are late to the party, with the yield-to-worst on both international and domestic bonds around record lows.

24 February 2020
Chart of the week: Superannuation

Chart of the week: Superannuation

Total super assets and household debt have grown at a similar rate since 1992, suggesting that the super saved by Australians has largely been offset by increased borrowing. But will this higher debt prove to become a headache for the RBA long-term as households cut spending to maintain mortgage repayments?

14 February 2020
Chart of the week: Australian housing

Chart of the week: Australian housing

Australians are increasingly buying their first home at an older age. And what may be influencing their decision may be lower return expectations of first home buyers versus older generations. Anthony Doyle investigates in chart of the week.

21 January 2020