by Stephen Roberts | 26 Feb, 2013 | Economics, Laminar Economist Stephen Roberts
Laminar Group’s core economic view is that global growth will gather pace through 2013 and that the improvement will extend into 2014 largely on a self reinforcing cycle of growing business and household confidence feeding stronger spending and in turn promoting even...
by Stephen Roberts | 18 Feb, 2013 | Economics, Laminar Economist Stephen Roberts
Key surveys of expectations about future economic activity in the United States and Australia have taken a stronger turn over the past week or so. Improving expectations about economic conditions in both countries, combined with continuing very accommodating monetary...
by Cameron Rae | 18 Feb, 2013 | Press
Laminar Executive Director Chris Black explains to the Eureka Report about the relative value of RMBS for direct investors and how retail investors can now access RMBS via Laminar’s Credit Opportunities Fund. The fund has returned 14.64% over the last 12 months....
by Stephen Roberts | 11 Feb, 2013 | Economics, Laminar Economist Stephen Roberts
Even though the Reserve Bank of Australia (RBA) left the cash rate unchanged at 3.00% at its February board meeting, the accompanying statement indicated that should domestic demand conditions require, a relatively tame inflation outlook would allow the RBA to lower...
by Stephen Roberts | 4 Feb, 2013 | Economics, Laminar Economist Stephen Roberts
Risk assets performed particularly well in the early weeks of 2013, especially share markets, with gains for 2013 so far in local currency terms for the US S&P 500 and the Australian ASX 200 of respectively 6.1% and 6.0% and even bigger gains for Britain’s FTSE...
