Ashley Owen

• The BIG picture – China builds another ‘Sydney CBD’ every 3 days – with our rocks!

   "The 20-year Chinese property construction boom is over, but I’m still bullish on Aussie exports to China continuing to grow", says Ashley Owen

• The BIG picture – Chinese steel production – the ‘Sydney Harbour Bridge’ index

   "If I had to pick a single number that drives Australia’s economic growth, income, wealth, living standards, and overall investment returns so far this century - it would be: China’s steel production" says Ashley Owen

• The BIG picture – portfolios perform for the passive & patient

  "One of the most important, but difficult, aspects of long term investing is learning to not let day-to-day market chatter and scaremongering media headlines affect your long term strategies" says Ashley Owen - Owen Analytics in his monthly look at The Big Picture

• The Low Inflation era of great returns is over. Investing just got a whole lot harder!

  "Investors enjoyed unusually high returns in the past couple of decades because everyasset class posted above average returns in the low inflation era we have just enjoyed, but what now?" asks Ashley Owen. Find out more

• This time is different’ – or is it? 123 reasons NOT to invest!

  "Every year there are ‘End of the world’, or ‘End of life as we know it’ crises and threats that scare investors into waiting and watching from the sidelines. Are the current batch of threats different this time?" asks Ashley Owen

• Three quarter time score check – 2024: Great returns despite constant recession fear mongering

  "Despite continual threatning market messages - almost all of the main asset classes are doing  well this year, beating inflation, and most are even doing better than their long-term averages", reports Ashley Owen

• Update October 2023: Three quarter time score check: 2023 a low-scoring year

  "Despite constant doom and gloom in the media headlines this year, most asset classes are ahead in 2023, and most are ahead of inflation", says Ashley Owen

• Where Are We Now? – Global profits: recession or rebound?

  While media headlines warn of possible global recessions ahead, global profits are booming! There appear to be no obvious signs of impending recession in the latest profit results, or profit outlooks. "What is behind the numbers?" asks Ashley Owen

• Where are We Now? – US profits: recession or rebound?

  "The US is still critically important to the overall global picture as US companies make up 60% of the global stock market value. Are the latest US profits allowing for a slowdown?" asks Ashley Owen