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Nov 2017Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, November 2017
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. Conditions in the global economy are continuing to improve. Labour markets have tightened and further above-trend growth is expected in a number of advanced economies, although uncertainties remain. Growth in the Chinese economy is being supported by increased spending on infrastructure and property construction, with the high level of debt…
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Oct 2017The rising demand of energy is presenting investment opportunities
World energy demand is expected to grow at an annual rate of 1% over the next 25 years. While renewable energy use will continue to grow, fossil fuels will remain the principal energy source. However, natural gas is the fastest growing fossil fuel and coal will continue to lose market share. This represents a significant opportunity for capital expenditure in energy infrastructure as the break-even…
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Oct 2017The anatomy of a successful commercial property investment
The AMP Capital Wholesale Australian Property Fund recently bought Stage 1 of the Connect Corporate Centre in Mascot, Sydney, a sleek, brand-new building close to the Sydney CBD valued at $43.6 million. What made the building so attractive? For a start, it has a list of blue-chip tenants that will deliver reliable income, but also excellent growth prospects in a transforming area. It’s characteristics like…
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Oct 2017October 2017 Statement by Philip Lowe, Governor: Monetary Policy Decision
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. Conditions in the global economy have improved. Labour markets have tightened and above-trend growth is expected in a number of advanced economies, although uncertainties remain. Growth in the Chinese economy is being supported by increased spending on infrastructure and property construction, with the high level of debt continuing…
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Sep 2017Options: Why diversification may not be enough
If you look around the world we face unprecedented risks. The Trump Presidency, North Korea’s nuclear ambitions, rising interest rates, and fully valued markets are all spot fires that could engulf portfolios. These risks can seriously dent investor’s and client’s life savings, and damage their ability to reach important financial goals. The stakes are high. Savvy investors and advisers are now actively looking to insure…
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Sep 20175 reasons commercial property is a great source of stable retirement income
Residential property has become the new religion in Australia. The buoyant market, particularly in Sydney and Melbourne where house prices have jumped 75% and 50% respectively in recent years, means residential is constantly talked about and analysed. But as more and more baby boomers move into retirement, there is a growing need to seek investments that provide reliable income streams and protect against the unique…
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Sep 2017September 2017 Statement by Philip Lowe, Governor: Monetary Policy Decision
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. Conditions in the global economy are continuing to improve. Labour markets have tightened further and above-trend growth is expected in a number of advanced economies, although uncertainties remain. Growth in the Chinese economy is being supported by increased spending on infrastructure and property construction, with the high level…
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Aug 2017Key lessons from a recent US utilities trip
We argued, however, that global listed infrastructure would weather interest rate rises over time because of its underlying assets and strong cash flows. Despite investors’ concerns, global listed infrastructure has had a strong start to 2017 with the US 10-year bond yield actually drifting lower due to lowered expectations on the Trump administration’s ability to deliver on their policy objectives. But will that strong performance…
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Aug 2017August 2017 Statement by Philip Lowe, Governor: Monetary Policy Decision
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. Conditions in the global economy are continuing to improve. Labour markets have tightened further and above-trend growth is expected in a number of advanced economies, although uncertainties remain. Growth in the Chinese economy has picked up a little and is being supported by increased spending on infrastructure and property construction,…
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Jul 2017Don't be driven by short-term sentiment and emotion
Arguably, the most common fear holding an investor back from achieving a great return is a misunderstanding of what happens when markets fall (as they invariably do). In order to use fear to our advantage, we would be well served to seek to understand the following three principles around shares and their value: A share is simply a small slice of company ownership; A…