Damien KlassenPrivate sector capex: Not riding to the rescueFar from riding to the economy’s rescue, the private sector seems to be hunkering down, not spending on capex. There is no white horse…Nov 29, 2019Nov 29, 2019
Damien KlassenThe problem with traditional ethical fundsEthical investment inflows have doubled in 2019. But, the Wall Street Journal highlights a problem near to my heart: ethical investing is…Nov 14, 2019Nov 14, 2019
Damien KlassenUpdate: The One Economic Question that MattersCan rising house prices drive the rest of the economy on their own without a construction boom?Oct 28, 2019Oct 28, 2019
Damien KlassenAustralia sinks further in the global competitiveness rankingsThe World Economic Forum just posted its most recent Global Competitiveness index. I don’t agree with some of the underlying measurements…Oct 15, 2019Oct 15, 2019
Damien KlassenWhat Frydenberg isn’t telling you about Interest Rates and BanksTreasurer Josh Frydenberg announced Monday an ACCC investigation into the banks not passing on interest rate cuts. I think the…Oct 14, 2019Oct 14, 2019
Damien KlassenDeceiving headline yields in propertyDecent investment yields =increasingly hard to find; it’s important to avoid yield traps. High headline yields don’t always mean high…Sep 20, 2019Sep 20, 2019
Damien KlassenProblems facing the LNG marketSome welcome news for LNG producers as the spike in the oil price flows through to the gas price for many Australian producers due to…Sep 17, 2019Sep 17, 2019
Damien KlassenThe one Australian Economic question that mattersCan rising Australian house prices drive the rest of the economy on their own without a construction boom? Read more to find outSep 12, 2019Sep 12, 2019
Damien KlassenAustralian GDP HotspotsInterested in what contributes to Australia’s GDP? View this visual map to see exactly what categories are responsible for growth & declineSep 4, 2019Sep 4, 2019
Damien KlassenCapex: Good for sectors attached to a government teatI’ve been having a second look at the private capital expenditure (capex) forecasts for Australia released last week. Capex is a key…Sep 4, 2019Sep 4, 2019