Fed policy is exacerbating the “barbell” shape of the US economy and setting it up for a domino chain of hardship when the credit cycle is allowed to return to normality, argues market commentator and chief strategist Danielle DiMartino Booth.
Ben HurleyJuly 1, 2020
Hostplus CIO Sam Sicilia says critics are “simply wrong” about the fund facing a cash flow short-age, and argues the labels growth and defensive have become obsolete to the point of being “nonsensical”.
Ben HurleyJune 24, 2020
Superannuation funds are aiming at the wrong goal posts by focusing on short-term performance league tables, says Callidum Investment Research principal consultant Rob Prugue.
Meredith BoothJune 24, 2020