1. Shareholders? Who needs them?

    The former head of the Australian Stock Exchange recommends that dividend imputation should be abolished?

    Tim Farrelly | 06-02-19 | 1 comment | More
  2. Reflections on the yield curve: Is this time different?

    Yes, it’s possible that we enter a recession in the not too distant future. But the best curve to forecast recessions still has a positive slope.

    Payden & Rygel | 05-02-19 | More
  3. The volatility of profit margins

    Cyclical volatility in earnings has increased dramatically since the 1980s. The recent Apple profit warning is an excellent case in point.

    Robert Gay | 14-01-19 | More