Category Archives: Market Updates


Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, August 2019

06

Aug 2019

Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, August 2019

At its meeting today, the Board decided to leave the cash rate unchanged at 1.00 per cent. The outlook for the global economy remains reasonable. However, the increased uncertainty generated by the trade and technology disputes is affecting investment and means that the risks to the global economy remain tilted to the downside. In most advanced economies, unemployment rates are low and wages growth has picked up,…

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Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, July 2019

26

Jul 2019

Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, July 2019

At its meeting today, the Board decided to lower the cash rate by 25 basis points to 1.00 per cent. This follows a similar reduction at the Board's June meeting. This easing of monetary policy will support employment growth and provide greater confidence that inflation will be consistent with the medium-term target. The outlook for the global economy remains reasonable. However, the uncertainty generated by the trade and…

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Three things you may not know about listed real estate

16

Jul 2019

Three things you may not know about listed real estate

Australia’s love of home ownership can lead real estate investors to overlook the potential benefits of global listed real estate and owning a share of some of the best real estate assets in the world.   Most investors understand the benefits of listed real estate. It has higher liquidity and lower transaction costs than direct property. But there are three lesser known benefits of listed…

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The four principles of dynamic asset allocation

16

Jul 2019

The four principles of dynamic asset allocation

Investors have profited from strong returns, backed by central bank liquidity and falling interest rates. But with rates seemingly at rock-bottom levels and global economic recovery maturing, returns could fall and markets could become more volatile. Investors may benefit from looking to use Dynamic Asset Allocation (DAA) to profit from shorter market cycles if they are to keep generating wealth.   Investors have enjoyed strong…

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Vehicle Automation – the long road ahead

16

Jul 2019

Vehicle Automation – the long road ahead

A year ago, we published a paper on the challenges of transitioning to autonomous vehicles. It focused not just on the technology required, but also on the infrastructure challenges it presented – such as the need for large investments and tough socio-political choices – in order to facilitate widespread adoption.   We have come across a number of interesting anecdotes of late, which highlight the continued infrastructure…

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Are we headed for a new war in the Middle East?

16

Jul 2019

Are we headed for a new war in the Middle East?

https://vimeo.com/345828633 Investors worried about the US/China trade war have another geopolitical concern with tensions rising between President Trump and Iran. It does seem President Trump and the US has a predilection for getting into conflicts or issues around the world. Investors are right to worry about the situation in the Middle East. It could be a source of volatility in the short term at a…

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How to capitalise on structural changes in Australian listed real estate

17

Jun 2019

How to capitalise on structural changes in Australian listed real estate

The proliferation of online shopping has heralded a structural shift in the marketplace. With it comes challenges for investors, particularly passive investors whose portfolio returns depend, in part, on history repeating itself. This new environment raises a number of questions for investors including: What are the prospects for other property options, particularly industrial real estate? How should investors think about property investing as this structural…

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Solving the energy puzzle

17

Jun 2019

Solving the energy puzzle

Infrastructure is vital to economic growth. It creates a virtuous, never-ending cycle: investment in infrastructure helps stimulate sustainable long-term economic growth which then creates a further need for infrastructure. One of the current developments that is driving further infrastructure investment is the global trend towards decarbonisation to reduce CO2 emissions, and the role of energy infrastructure in fulfilling future global energy needs.   The world…

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Options: why portfolio diversification is not enough

17

Jun 2019

Options: why portfolio diversification is not enough

If you look around the world, we face unprecedented risks. The US-China trade war, Brexit, and slowing global growth are among the spot fires that could flare up and engulf portfolios. The risks were obviously highlighted by the strong sell-off in markets at the end of 2018. Investors and advisers are no doubt looking to insure against those portfolio risks by using natural hedges like…

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Statement by Philip Lowe, Governor: Monetary Policy Decision, June 2019

04

Jun 2019

Statement by Philip Lowe, Governor: Monetary Policy Decision, June 2019

At its meeting today, the Board decided to lower the cash rate by 25 basis points to 1.25 per cent. The Board took this decision to support employment growth and provide greater confidence that inflation will be consistent with the medium-term target. The outlook for the global economy remains reasonable, although the downside risks stemming from the trade disputes have increased. Growth in international trade remains weak and…

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