1. USA - what's going on?

    This is an absolute must read article. Bob reports on the presentation by Donald Ratajczak, former chairperson of the President's Council of Economic Advisors, on the outlook for the US economy, particularly the potential for a "double-dip" recession. Other issues addressed by Ratajczak; Is the bubble burst like Japan's? What about energy prices? Are stocks overpriced? Is deflation on the horizon?

    Bob Veres, Inside Information | 13-11-02 | More
  2. Review: Dissecting the Decline

    "Dissecting the decline" in the October issue of US Financial Planning magazine, asks whether indices actually tell us how the overall US equity market is performing, and suggests a measure called the "share-weighted return" more accurately measures market pulse.

    Bob Veres, Inside Information | 13-11-02 | More
  3. Growth vs Value Investing

    Most researchers try to categorise equity managers or stocks in either growth or value, but Investors Mutual believes many grey areas exist...

    Investors Mutual | 31-10-02 | More
  4. Review: After the bubble

    In "After the bubble" in the September issue of US Financial Planning magazine, author Jeremy Siegel notes that stocks are worthy of higher than current valuations and that the equilibrium level of the S&P500 should be somewhere between 800 and 1000.

    Bob Veres, Inside Information | 14-09-02 | More
  5. 2002 Critical Issues Forum: Simon Eagleton's conference presentation

    11-09-02 | More
  6. 2002 Critical Issues Forum: Caroline Saunders' conference presentation

    None

    11-09-02 | More
  7. 2002 Critical Issues Forum: William Tomac's conference presentation

    11-09-02 | More
  8. 2002 Critical Issues Forum: Stephen van Eyk's conference presentation

    None

    11-09-02 | More
  9. Conference presentation

    The following is a PDF of two presentations from the inaugural Portfolio Construction Forum on 7 August 2002.
    1. Graham Rich's introduction of the AAB.
    2. the AAB's presentation of its TAA.

    07-08-02 | More
  10. Finding the currency comfort zone

    Hedging international equity investments against currency movements is a widespread practice among super funds, but what hedging ratio should funds aim for? With the $A on the rise, this may well become one of 2003's big questions. Investor Weekly's Kate Mills reports.

    Kate Mills | 19-01-02 | More