Martin Fowler
Articles by this Author
Economic & Market Outlook - As at 31 March 2012
- By Martin Fowler
- Published 11/04/2012
- Brochures
- Unrated
Our latest Economic & Market Outlook sets out our views on the state of the global economy and the prospects for financial markets.
A Double Dip Recession and why Quantitative Easing won’t work
- By Martin Fowler
- Published 1/09/2010
- Media releases
- Unrated
In our Economic & Market Outlook dated 5 July 2010, we noted that
leading indicators had begun to deteriorate sharply in the United
States, the implication being that the US economy may well be heading
back into recession. As the US is still the world’s largest economy, it
remains of global importance. Economic data released since the end of
June has only added to our concerns and we would have to say, failing
any further stimulus, that the odds of a US recession have increased
significantly.
European Sovereign Debt Crisis
- By Martin Fowler
- Published 14/05/2010
- Investment Insights
- Unrated
In our Autumn Newsletter titled “The Sovereign Debt Debacle – Phase 2
of the GFC?” we detailed the extent of the sovereign debt problems and
the potential ramifications for investment markets. In this update we
take a more detailed look at the Eurozone’s problems and discuss the
implications for sharemarkets.
Resources Tax and your portfolio
- By Martin Fowler
- Published 6/05/2010
- Moore Tax News
- Unrated
Conceptually at least, the proposed Resource Super Profits Tax (RSPT) is
designed to be a tax on economic rents (economic rent is another word for abnormal or super
profits). Economic rent from resource exploration, development and extraction can be defined as the
excess of revenue over costs where costs are defined to include a ‘normal’ rate of return on capital.
The Sovereign Debt Debacle – Phase 2 of the GFC ?
- By Martin Fowler
- Published 18/03/2010
- Investment Insights
- Unrated
It is often said that the Global Financial Crisis (GFC) was caused by defaults on sub prime loans in the United States. Such defaults were merely symptoms of the underlying problem, rather than the cause, which of course was the over accumulation of debt by both businesses and consumers alike. Although investment markets have since seen significant appreciation since March 2009, it is now perhaps timely to review what, if any, improvements have really been made in the battle against the pernicious debt burden.
Economic & market outlook - quarter ending 30 September 2009
- By Martin Fowler
- Published 21/10/2009
- Investment Insights
- Unrated
It is hard to believe that only 12 months ago the world was literally on the cusp of what literally could have been the second Great Depression.