"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

"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

"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

"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

"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

"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

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

"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