Recent data suggest Australia’s economy is gaining momentum. New numbers also show a dramatic slowdown for its biggest trading partner, China. Read More

A recent International Monetary Fund reports suggests further downside for the Australian dollar may be a good thing. Other data compiled by the intergovernmental agency confirm long-term investors’ respect for a currency backed by solid fundamentals. Read More

Building wealth is a long-term process, and we take care to learn from past experience. But we remain committed to our core philosophy, the No. 1 principle of which is to focus on high-quality businesses, no matter where in the world they’re located. Read More

The Australian dollar is nearly 20 percent below its all-time high after a double-digit slide versus the US dollar in 2013. Broader global trends suggest a period of stability within a new, permanently higher range is at hand. Read More

A major meeting of China’s Communist Party has resulted in a significant statement of new economic, banking and legal reforms. Australia is still in good position to benefit for the long term from a bilateral trade relationship with the world’s second-largest economy. Read More

Is it truly the beginning of a political era of good feelings Down Under? Australians are certainly hopeful about the new government’s potential to positively impact the economy. Read More

The Liberal-National Coalition won a solid victory in Australia’s Sept. 7 parliamentary election. We won’t stand by to see if its “business friendly” stance has any practical impact on fundamentals. Read More

Election season is in full swing Down Under, with the attendant wars of words and vote-grubbing in the run-up to Sept. 7 polling. We’re paying attention, but we’re more concerned with Australia’s ongoing earnings-reporting season. Read More

Whether “bond buying” or “quantitative easing” tapers in coming months or not, the US Federal Reserve will maintain an historically accommodative monetary policy until the unemployment rate gets closer to 6.5 percent. Read More

A strong Australian dollar giveth to US investors. A weak Australian dollar taketh away. Read More