News & Insights

Observations

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Equity Strategy – Investing in Interesting Times

The events and trends over the last 25 years now potentially make way for a new cycle, specifically one where the previous trend returns will be ...

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Prospects Beyond Vaccination

In the best scenario, COVID will be omnipresent for a long time and will be part of our lives, even after the vaccination rollout. So, ...

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Lull Before The Big Cyclical Swells Return

The cyclical upturn, accompanying inflation and bond market fears a few months ago have evaporated over recent months. What waits after the lull?

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Cameron Harrison's Investment Performance to 30 June 2021

Delivering over 12 months is great. Delivering over 25 years is truly unique.

Image for US Inflation — seemingly calmed but what’s ahead for the reflation trade?

US Inflation — seemingly calmed but what’s ahead for the reflation trade?

With the Fed seeking a dual aim of full unemployment and inflation around 2%, the risk is of inflation overshoot, which the Fed states it can ...

Image for Paul Ashworth named amongst Australia's Top 100 Advisers.

Paul Ashworth named amongst Australia's Top 100 Advisers.

Paul Ashworth named as one of Australia’s Top 100 Financial Advisers for the third year running.

Image for Australian economic outlook: Goldilocks revisited?

Australian economic outlook: Goldilocks revisited?

The Goldilocks economy was coined in the US during the mid-1960’s. It was used to describe the “not too hot, not too cold” economic enviro...

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Cameron Harrison Asset Allocation Performance

At Cameron Harrison, we are a team of investment managers who have been delivering asset allocation solutions to clients for over 25 years; a period spanning t...

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Superannuation Contributions Indexation

New superannuation contribution limits are coming. Taking advantage of the changes will enhance your retirement strategy.​

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The Great Victorian Tax Grab

In the face of an enormous structural spending ‘black hole’, Victorians will foot the bill with new and increased taxes to hit property owners, tenants and ...

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What's to happen with $4.5 trillion of excess households savings?

The danger is always in the assumptions. Will the vast, $4.5 trillion of household savings, get deployed into consumption demand or get directed elsewhere?

Image for Budget 2021 -  Economic and Fiscal Implications

Budget 2021 - Economic and Fiscal Implications

With an acceptance of higher government deficits in pursuit of economic growth and full employment, the 2021 Budget reinforces fiscal policy for a Hermit Kingdom.

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Budget 2021 - Individuals and Families

As far as individuals and families are concerned, it was a straight-forward, uncontentious Budget that will please almost all through extended temporary tax cuts, superannuation ...

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Budget 2021 - Small and Medium Business

The 2021 Budget was full of winners, including small and medium business. There is little ‘new news’ in this year’s announcements as most policies are extens...

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Battle Between Reflation and Secular Stagnation

Have the increased inflationary expectations altered our Asset Allocation Strategy?

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Property Outlook 2021

From stay-at-home orders to online auctions, the pandemic has touched nearly all property sectors.

Image for Inflation: Much Ado About Nothing…??

Inflation: Much Ado About Nothing…??

Should we as investors be worried about inflation and the flow-on effects to asset markets? The answer is both yes and no.

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Bond Outlook 2021

The return outlook for fixed government bonds is meagre or awful, but opportunities remain in asset backed and credit markets.

Image for Australian and Global Equity Outlook in 2021

Australian and Global Equity Outlook in 2021

2021 will be a year of recovery and repair but will it be enough to satisfy the markets lofty expectations.

Image for Rising Bond Yields, Equities and 'Bubble Trouble'

Rising Bond Yields, Equities and 'Bubble Trouble'

Cameron Harrison sees big valuation problems for certain sectors such as technology, but not a critical concern for equity markets through 2021.

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Asset Allocation Planning

2021 is shaping up to be year of recovery, but is your strategy up to the task?

Image for The Last 7 days Has Underpinned the 2021 Cyclical Upside.

The Last 7 days Has Underpinned the 2021 Cyclical Upside.

The last 7 days has delivered a Democrat controlled Congress. In turn, fiscal stimulus supporting pro-cyclical growth will likely be more assured through 2021.

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Chinese Trade Ructions

Rotting lobster, stranded ships, and expensive wine. What is the impact of China’s trade tariffs?

Image for Australian Equities in 2021, Look Beyond China's Tantrums

Australian Equities in 2021, Look Beyond China's Tantrums

Looking past China's tantrums, Australian equities should on balance perform well in 2021.

Image for Attention US Tech Investors: A Painful Snap-Back is Approaching.

Attention US Tech Investors: A Painful Snap-Back is Approaching.

FAANGM Stocks are trading on dangerously high premium to the rest of the market, creating the risk of a painful snap-back for investors.

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Careful Playing Market 'Hopscotch'

Careful not to play market 'hopscotch' looking through the rear vision mirror.

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Low Aussie Growth, Low China Growth. A Tough Decade For Both Economies.

Over the last decade, China’s growth rate has halved from 10% to now an ‘official’ 5% per annum For the decade ahead, we forecast China growth halvin...

Image for Budget 2020 - Economic and Fiscal Implications

Budget 2020 - Economic and Fiscal Implications

Unconstrained by an ideological need to balance the budget of the cycle, the Morrison Government has unleashed the Godzilla of all budget deficits, with FY2021 ...

Image for Budget 2020 - Individuals and Families

Budget 2020 - Individuals and Families

An uncomplicated (and largely as expected) Budget as far as individual taxpayers and investors are concerned, centred around a single big-ticket tax break which will ...

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Budget 2020 - Small and Medium Business

This year’s Budget is a budget for many businesses, just not big business. Most of the measures are targeted at businesses with less than $5 bi...

Image for Fiscal Stimulus Around the World Supports ‘Smart Industrials’

Fiscal Stimulus Around the World Supports ‘Smart Industrials’

Astuteness means we're masters of the downside risk. We don't believe everything that's written in the newspaper.

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The 30- year Easy Road For Bond Investors Just Reached A Dead-End

Peak performance is also about coming down the mountain well.

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We Don’t Hire Advisers, We Build Them.

In a break from the market woes, economic gloom and industry scandals that dominate the financial press headlines, our Managing Partner, Paul Ashworth, has been ...

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Aussie Households Face Cash Flow Crunch

As mountain guides, we provide the ropes and routes, it’s your summit we protect.

Image for Buying FAANGs Is A Dangerous Game. Go For Tech-Focused Industrials

Buying FAANGs Is A Dangerous Game. Go For Tech-Focused Industrials

We're in the business of mapping strategy, where the compass is never true north. It 's a journey where insights and experience are vital.

Image for Global Equity Strategy - FAANG it or not?

Global Equity Strategy - FAANG it or not?

Investors looking for a long-term investment return should look beyond the FAANG’s (an acronym that refers to five leading US technology companies).

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Paul Ashworth Named A Top 100 Adviser

Excellence is uncommon. Achieving excellence is our purpose.

Image for Australia Recognises The 'Formality' of Recession (We Were En Route In Any Event).

Australia Recognises The 'Formality' of Recession (We Were En Route In Any Event).

A bit like the Artful Dodger in Charles Dickens 'Oliver Twist', the Australian economy has dodged and weaved the technical definition of a recession (that ...

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Fixed Income Strategy - Demystifying Bonds & Fixed Income Strategy Moving Forward

We navigate with analysis, combined with 50 years of balance of risks perspective. It ensures we see the woods from the trees.

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Fighting The (Pandemic) War Whilst 'Hibernating'

Normally in world wars, we press labour to either fight or produce the armaments that the war effort will require. Resources are fully engaged. A ...

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Fiscal Stimulus

The next wave of fiscal stimulus has been unleashed, but will it be enough to build a proverbial bridge to the post COVID-19 promised land.

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RBA Enters the Fray

In a further escalation of the extraordinary policy responses by governments and central banks, the RBA and Government both unleashed further supports to transition businesses ...

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Crisis Transitioning to Constructive Opportunity

The times require extreme prudence, but with an eye beyond the crisis.

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Pandemic Mutates With Oil Crisis Geo-Politics

Saudi’s throw a grenade into a bloodbath. In a worrying development for coronavirus-hit financial markets, oil markets are now in crisis.

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Panic, Pandemic and Effective Investment Strategy

Astuteness means we're master of the downside risk.  We don't believe everything that's written in the newspaper.  

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Investment Update: Coronavirus

The spread of coronavirus outside China has rattled equity markets, but what is the impact for the Australian economy?

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Economically Responsible leads to Outperformance

Astuteness means we're masters of the downside risk.

Image for Interest-Bearing Remains Attractive in 2019

Interest-Bearing Remains Attractive in 2019

Interest-Bearing Securities, or Bonds, provide a key source of income and portfolio ballast to any asset allocation, an importance that has been highlighted by the ...

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Government Intervention: Right then Left

At the end of a bull market, when the gains have been disproportionately shared between ‘winners’ and ‘losers’, it is not unusual for governments to seek to ...

Image for Slowing Global Growth – Diverging Fortunes

Slowing Global Growth – Diverging Fortunes

12-months ago global growth reached a post-recession peak as we experienced synchronised global growth across many different countries.

Image for Too much bank for your buck?

Too much bank for your buck?

Properly diversifying your investment pool not only means diversification at an asset class level but also diversifying individual exposures at the security level.

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