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The last 7 days has underpinned the 2021 cyclical upside.
11 January 2021
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. Read More
2021 Asset Allocation Strategy Guide
05 January 2021
From toilet paper shortages to lobster gluts, 2020 will be a year that lives on sharply in everyone's memories but what holds for 2021… Read More
Chinese Trade Ructions
16 December 2020
Rotting lobster, stranded ships, and expensive wine. What is the impact of China’s trade tariffs? Read More
Australian Equities in 2021, Look Beyond China's Tantrums
14 December 2020
Looking past China's tantrums, Australian equities should on balance perform well in 2021. Read More
Attention US Technology Investors: A Painful Snap-Back Is Approaching!
01 December 2020
ATT: US INVESTORS FAANGM STOCKS ARE TRADING ON DANGEROUSLY HIGH PREMIUM TO THE REST OF THE MARKET, CREATING THE RISK OF A PAINFUL SNAP-BACK FOR INVESTORS. Read More
Careful Playing Market 'Hopscotch'
16 November 2020
Careful not to play market 'hopscotch' looking through the rear vision mirror. Read More
Low Aussie Growth, Low China Growth. A Tough Decade For Both Economies.
19 October 2020
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 halving yet again to between 2% to 3% per annum. Read More
Budget 2020 - Small and Medium Business
07 October 2020
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 billion in revenue and are particularly focused at the small an... Read More
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 forecast to exceed $210 billion (11% of GDP). The blowout is a ... Read More
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 deliver immediate relief to more than half of all Australians. Read More
Fiscal Stimulus Around the World Supports ‘Smart Industrials’
05 October 2020
Astuteness means we're masters of the downside risk. We don't believe everything that's written in the newspaper. Read More
We Don’t Hire Advisers, We Build Them.
10 September 2020
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 profiled in a leading industry publication. Paul sat down (virtually) ... Read More
The 30- year Easy Road For Bond Investors Just Reached A Dead-End
21 September 2020
Peak performance is also about coming down the mountain well. Read More
WEBINAR: Asset Allocation Strategy: Managing the 3 R’s in a Post-COVID World
02 September 2020
Asset allocation strategy and its integration with client strategy outcomes is Cameron Harrison’s central activity and focus. Read More
Buying FAANGs Is A Dangerous Game. Go For Tech-Focused Industrials
27 July 2020
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. Read More
WEBINAR: Fixed Income Strategy - Demystifying Bonds & Fixed Income Strategy Moving Forward
27 May 2020
We navigate with analysis, combined with 50 years of balance of risks perspective. It ensures we see the woods from the trees. Read More
market analysis
Rotting lobster, stranded ships, and expensive wine. What is the impact of China’s trade tariffs?
Looking past China's tantrums, Australian equities should on balance perform well in 2021.
ATT: US INVESTORS FAANGM STOCKS ARE TRADING ON DANGEROUSLY HIGH PREMIUM TO THE REST OF THE MARKET, CREATING THE RISK OF A PAINFUL SNAP-BACK FOR ...
Careful not to play market 'hopscotch' looking through the rear vision mirror.
investment strategy
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...
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 ...
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 ...
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...
Astuteness means we're masters of the downside risk. We don't believe everything that's written in the newspaper.
Peak performance is also about coming down the mountain well.
25 August 2020
Aussie Households Face Cash Flow Crunch
As mountain guides, we provide the ropes and routes, it’s your summit we protect.
company story
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.
23 July 2020
WEBINAR: 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).
26 June 2020
Paul Ashworth Named A Top 100 Adviser
Excellence is uncommon. Achieving excellence is our purpose.
04 June 2020
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 ...
We navigate with analysis, combined with 50 years of balance of risks perspective. It ensures we see the woods from the trees.
05 May 2020
WEBINAR: Investment and Economic Strategy Beyond COVID Suppression
Suppression strategies lay at the core of today’s economic, commercial and financial futures with their implications extensive for the next 5 years and beyond.
03 April 2020
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 ...
23 March 2020
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.
20 March 2020
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 ...
18 March 2020
Crisis Transitioning to Constructive Opportunity
The times require extreme prudence, but with an eye beyond the crisis.
10 March 2020
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.
05 March 2020
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.
27 February 2020
Investment Update: Coronavirus
The spread of coronavirus outside China has rattled equity markets, but what is the impact for the Australian economy?
26 July 2019
Economically Responsible leads to Outperformance
Astuteness means we're masters of the downside risk.
11 February 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 ...
25 January 2019
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 ...
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.
28 September 2018
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.
22 October 2020
One + One + One > Three We like to think of ourselves as playing coaches — on the court alongside you.
12 September 2019
Journeys spanning generations - in life and business Knowledge is nothing without understanding – it takes deep insights into the subtleties of all our clients’ ages and stages of life to craft a wealth strategy and long-term legacy that is truly intergenerational.
19 July 2019
Complexity in Families: Intergenerational Wealth Strategy Family situations can be (very) complex. Cameron Harrison helps and guides families to navigate their Intergenerational Wealth Strategy.
17 May 2019
Chaos to clarity: a route-map to peace of mind Journey Mapping one’s wealth aspirations is a very personal undertaking. It’s a mixture of insights and experience combined with depth of knowledge. Where planned navigation over time means everything. Whether it be for fami...
03 April 2019
Budget 2019 - Economic & Fiscal Implications This may appear to be a politically motivated budget – aimed to appease all and offend none – by a standing government on its last legs… and it is… However, from a purely economic point-of-view, we are pleased ...
Budget 2019 - Individuals and Families With effectively only one sitting day left of the Autumn session, this is an election budget to be voted on by the people. Touted as big on investment without increasing taxes, it is inoffensive, designed ...
Budget 2019 - Small & Medium Business There were a few small wins for small business in this year’s budget but nothing unexpected nor previously flagged. This reflects a continuation of the tax agenda from previous years along with a focus on...
Asset allocation strategy and its integration with client strategy outcomes is Cameron Harrison’s central activity and focus.