Inflation will return

By Ken Howard

10 May 2021, 9:00 AM

Very low interest rates and hundreds of billions of dollars of taxpayer funded Government stimulus has had the desired effect on the Australian economy. How will this impact inflation?

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Deficits, inflation and interest rates

By Ken Howard

10 March 2021, 2:00 PM

All investors should be familiar with the idea of ‘the time value of money’. In short $100 today is worth more than the promise of $100 in 12 months-time and certainly worth more than the promise of $100 in 20 years-time.

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Low interest rates and high debt, could it all go horribly wrong?

By Ken Howard

23 November 2020, 2:15 PM

Globally, the government responses to Covid-19 have been extremely disruptive for business and the economy, but I am optimistic that the extremely low interest rates, plus trillions of dollars of taxpayer funded support, will ensure the economy is in a resilient condition to recover, once society has worked out how to live with the virus.

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Can Covid-19 lockdowns, be a thing of the past?

By Ken Howard

12 October 2020, 4:20 PM

It may be too early to tell, but it would appear, that the second Covid-19 wave, which started in July in the USA and August in the EU & UK, will have significantly lower hospitalisations and deaths, than the first Covid-19 wave. That being said, I am still taking the data one day at a time and note that there can be a two to three-week lag between testing, confirming that someone has Covid-19 and knowing if they recover.

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Strategies for smart investing with Hamish Douglass, Magellan

By Tim Evans

21 September 2020, 4:40 PM

Hamish Douglass, Chairman & CIO of Magellan Financial Group in conversation with Tim Evans, Morgans Private Client Adviser. Hamish covers a wide range of topics including the likelihood of inflation returning and the importance of valuation, compounding and people, as well as the upcoming US election, plus much more.

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Investment Grade

By Ken Howard

15 September 2020, 4:35 PM

In my opinion, for an asset to be "investment grade", it must be profitable. That doesn’t mean that it has to be profitable today, but there does have to be a real and honest expectation of profitability in the not too distant future.

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