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Analysis

Campbell Harvey

15 October 2019 • By Campbell Harvey • 1 min read

Opportunities following yield curve inversion

An inverted yield curve is the unusual situation in which short-term rates are higher than long-term rates. This is almost always a harbinger of bad n...

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Campbell Harvey

Automation is bad for business

While automation promises to make things cheaper and easier, it could have massive ramifications for the global economy. It is becoming increasingl...

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Campbell Harvey

Why is the RBA spending our recession insurance?

It’s an important question to consider when the official cash rate is 75 basis points and falling. In September, the RBA cut rates to 0.75 per ce...

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Campbell Harvey

Income investors cautioned to beware of yield trap

With official cash rates and bond yields plumbing record lows coupled with equity markets at record highs, investors of all types are increasingly lo...

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Campbell Harvey

Australia needs to return to the mutual model

Although it’s impossible to undo the failures of history, there is hope for the future of financial services with a modern-day adaption of the mutua...

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Campbell Harvey

Fractional property a solution for investors

Pick up any newspaper and there’s almost bound to be an article on home ownership – with a particular focus on how young people today are locked o...

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Campbell Harvey

The rise of insurance alternatives: Part one

The insurance market is hardening which means customers can’t always find traditional insurance solutions for their risk. This has increased demand ...

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Campbell Harvey

In a post-cycle world, earnings growth is king

Investors who are concerned about the economic and investment outlooks are increasingly asking us two questions: “Where are we in the cycle?” and ...

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Campbell Harvey

Trade war escalation puts global growth outlook on a knife edge

“Tell me why Xi should not continue to wait out ‘the world’s greatest negotiator’ who keeps ‘dealing with himself’?”. An apt comment in ...

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Campbell Harvey

Asian energy demand to fuel growth of real assets

Funding for fulfilling demand across the Asian energy supply chain can’t be met by governments alone. Continued high growth in energy demand in the ...

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