Category Archives: Market Updates


What does the Budget mean for your investments?

31

May 2017

What does the Budget mean for your investments?

We spoke to some of our investment professionals to get their views on how the Federal Budget has impacted their respective asset classes. John Julian, Investment Director – Direct InfrastructureShift in approach to funding infrastructure projects Michael Kingcott, Head of Property Investment StrategyTackling softness and a lack of investment Andrew Scott, Senior Portfolio Manager – Fixed incomeIs the Budget inconsequential for bonds? Michael Price, Head…

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23

May 2017

Watch your sweet tooth: sugar presents a risk to earnings

Sugar is emerging as one of the most prominent investment risks for the global food and beverage industry. Science has linked high sugar consumption to obesity and Type 2 diabetes at a time when obesity rates are rising and healthcare costs for governments are growing. Globally, 39% of adults worldwide are overweight1. The number of obese adults doubled between 1980 and 20142. China is expected…

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Don’t abandon this vital asset class

12

May 2017

Don’t abandon this vital asset class

After the election of Donald Trump in November 2016, a surge in global yields triggered a sharp sell-off in global listed infrastructure. Global listed infrastructure fell 4 per cent that month and underperformed global equities by 12 per cent – the second worst monthly relative performance since 2002. With the threat of further yield rises looming, it’s understandable advisers and their clients would be concerned…

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May 2017 Statement by Philip Lowe, Governor: Monetary Policy Decision

02

May 2017

May 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. There has been a broad-based pick-up in the global economy since last year. Labour markets have tightened further in many countries and forecasts for global growth have been revised up. Above-trend growth is expected in a number of advanced economies, although uncertainties remain. In China, growth is being…

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How to win from Generation Rent in the US

28

Apr 2017

How to win from Generation Rent in the US

If you’re an American, you’re much more likely to rent your home or apartment today than you were ten to twenty years ago. If Seinfeld were filmed today, Jerry would still be renting his apartment on the Upper West Side of Manhattan, rather than owning it. A slump in home ownership in the United States is a trend that investors of all sizes can tap…

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7 investment trends to watch

19

Apr 2017

7 investment trends to watch

In this article, we share the long-term investment trends that we expect to be prominent in 2017.  These include:  Sugar and obesity Disruption Climate change Corporate governance Social license to operate Supply chain scrutiny Factory farming Sugar and obesity: a risk to earnings Sugar is emerging as one of the most prominent investment risks for the global food and beverage industry. Science has linked high…

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April 2017 Statement by Philip Lowe, Governor: Monetary Policy Decision

04

Apr 2017

April 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 over recent months. Both global trade and industrial production have picked up. Labour markets have tightened in many countries. Above-trend growth is expected in a number of advanced economies, although uncertainties remain. In China, growth is being supported by higher spending on infrastructure…

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Japanese investors flock to infrastructure assets

22

Mar 2017

Japanese investors flock to infrastructure assets

Since the Japanese ‘bubble economy’ burst at the end of the 1980s, it has seen sub-par growth, recessions, deflation and a secular bear market in shares and property. These events have had a lasting impact on the funds management industry and on the long-term asset allocation strategies of Japanese institutional investors. On the one hand, it has promoted more cautious investment strategies and a greater…

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Why Exchange Traded Funds are only set to grow

14

Mar 2017

Why Exchange Traded Funds are only set to grow

Exchange Traded Funds (ETFs) are increasingly becoming a crucial part of an investor’s tool kit, offering exposure to factor tilts and different asset classes and geographies in a highly liquid, simple and cost-effective manner. They have proved incredibly popular with investors and financial advisers. ETF growth is expected to continue as investor awareness increases and continued product innovation takes place. Active Exchange Traded Funds (Active…

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How savvy advisers can use currency to navigate volatile times

01

Mar 2017

How savvy advisers can use currency to navigate volatile times

Advisers spend a lot of time on strategic asset allocation decisions, particularly the choice between growth and defensive assets. But in the current environment of low rates and high volatility, we think that advisers need spend more time on another aspect of clients’ portfolios: their exposure to currencies. Not only does currency exposure have a ‘whole of portfolio’ impact, it can have a significant bearing…

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