Last week I ran through the big long-term (20-40 year) economic trends (click here for the full post) that investors should be aware of, noting that a couple of these trends (women in the workforce, the ratio of workers to non-workers and maybe trade) are changing for the worse. Stage two (today’s ...

For the last six years, I have had a relatively consistent view on Australian asset allocation. The Australian economy was at the tail end of a commodity boom; investors needed international equities and Australian bonds while winding back exposure to Australian equities – click here for an example ...