23 Feb, 2017 Marcel joins Peter Switzer to discuss the stock market rally run so far, and whether we should expect a pullback sooner rather than later
8 Feb, 2017 Banks and resources are highly favoured, but how long will it last? Marcel von Pfyffer joins Switzer TV
25 Jan, 2017 Marcel von Pfyffer discusses with Peter Switzer what we can expect for the global economy in the next few months, and how investors can prepare for it.
31 Jan, 2017 According to the traditional Chinese calendar, on Saturday 28 January the Year of the Monkey gave way to the Year of the Rooster. Last year started badly and ended well. We think that this year will do the opposite. A slowdown in the Chinese economy remains, as ever, the single biggest risk for the Australian economy. We have often stated that Chinese GDP growth is slowing over the long term because the structure of the Chinese economy is changing – services now outweigh manufacturing industry as a percentage of GDP, state sponsored capex is declining, and labour [...]