Our Thinking – Blog

Too long to be a tweet, too short to be a research paper, our blog is a treasure trove of everything in between.

Stanford Brown TW3 – House Of Cards

Posted on July 13 2018

Market Wrap   Global markets were up this week despite some volatility in response to the US-China trade war picking up steam. Just days after tariffs on $34b worth of Chinese goods took effect, the Trump administration published a proposed list of tariffs on $200b of Chinese goods that will be reviewed in August. The… Continue Reading

Stanford Brown TW3 – China, Clairvoyants, and Calculus

Posted on July 6 2018

Market Wrap   Global shares were mixed this week, as volatility in China weighed heavily on Asian stocks. Chinese shares are down almost 25% after peaking in January, as a cooling economy and imminent trade war depress investor sentiment. Corporate profits in China have taken a big hit this year, with credit ratings agencies beginning… Continue Reading

Stanford Brown – Eudaimonia – July

Posted on July 3 2018

Sydney’s Ticking Debt Bomb   Have we become complacent with our low interest rate environment? Have we forgotten that mortgage rates can and most definitely will increase at some point? 9NEWS reports on the affect an interest rate increase will have on Sydney households and how, in some suburbs, it will push the majority of… Continue Reading

What’s On In Sydney For Retirees – July 2018

Posted on June 29 2018

Winter may be unavoidable, but cabin fever isn’t! Sydney is hosting plenty of wonderful winter-themed events to pass the coldest month in style. Please click here to download.

Stanford Brown TW3 – A Trump Triumph or a Kim Coup?

Posted on June 15 2018

Market Wrap   Global shares were down mildly this week after the US Federal Reserve raised interest rates and indicated that two further hikes are likely in 2018. As the graph below shows, the market is now assigning a 45% probability for two further hikes in 2018. Rising rates slows down an economy, meaning the… Continue Reading

Stanford Brown TW3 – Inner City Blues

Posted on June 8 2018

Market Wrap   Global shares rallied this week after stronger than expected job data out of the US lifted markets to multi-month highs. The US economy added 223,000 jobs in May, blitzing the 188,000 figure that markets were expecting. The strong jobs growth report will give the Federal Reserve scope to continue raising interest rates,… Continue Reading

Stanford Brown – Monthly Mind Over Matter

Posted on June 6 2018

Welcome! Welcome to the second instalment of the Stanford Brown Monthly Mind Over Matter, inspired in name by the wise words of Mark Twain; Here we summarise the monthly highlights of the articles being uploaded to the Stanford Brown Sydney Retiree Community, our Facebook Group which has grown rapidly since commencing in March 2018. We welcome… Continue Reading

Stanford Brown TW3 – Investors Get Queasy Over Quitaly

Posted on June 1 2018

Market Wrap   Global shares dipped this week thanks to volatility in the Eurozone and fresh shots fired in the trade war. Markets dropped sharply on Wednesday as news came out that Italy had failed to form a new government after President Sergio Mattarella vetoed the nomination of Paolo Savona, a vocal Eurosceptic, as minister… Continue Reading

What’s On In Sydney For Retirees – June 2018

Posted on June 1 2018

As staying indoors becomes more and more of an attractive Saturday night prospect, Sydney turns up the heat with great food and entertainment. Please click here to download.

Stanford Brown TW3 – Billionaires in Bondi, Balgowlah and Balmain

Posted on May 25 2018

Market Wrap   Global markets had mixed results this week, as a slew of bullish and bearish developments emerged. Shares rallied to start the week after US Treasury Secretary Steven Mnuchin commented that the trade war with China was on hold, only to fall the next day when Trump told reporters that he wasn’t satisfied… Continue Reading

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