Taking stock of the equity market

 Vanguard Australia posted this interview to their website at the beginning of the month.  The content and clarity of the article make it a good read.      Vanguard | 01 August 2013 As global equity markets continue to heat up, we sat down with Angus McLeod, Portfolio Manager in Vanguard’s Equity Investment Group to ask Read more…

New Normal Old Story: Another Investment Forecast

“Low returns are shaping as the new normal”. That was the headline in The Australian Financial Review in early July 2012 in anticipation of another grim year on global equity markets for Australian investors.1 How did that forecast turn out? Certainly, the case for investor caution looked solid a year ago. Listing a gloomy roll-call of Read more…

Second Guessing: The Economy and Markets

Markets recently have had a rocky time as investors in aggregate reassess prospects for monetary policy stimulus in the United States. Is this something to worry about? The world’s most closely watched central bank unsettled financial markets by flagging it may start later this year to scale back its bond purchases. Under this program of Read more…