Category Archives: Market Updates


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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Opportunities in global listed property: US manufactured housing

20

May 2019

Opportunities in global listed property: US manufactured housing

Manufactured housing is a very resilient asset class – as showcased by the largest US operator Equity LifeStyle Properties growing its net operating income every single quarter going back to the late 1990s, including during the global financial crisis1, and today the investment proposition is even more attractive. Shipments of new manufactured houses have grown by 60 per cent over the past five years, and…

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Listed infrastructure goes mainstream

20

May 2019

Listed infrastructure goes mainstream

Listed infrastructure is an asset class that just a decade ago was poorly understood by many investors. It is now a diverse $3 trillion investment opportunity1. More and more investors are allocating to the asset class due to the differentiated return/risk characteristics we believe it offers. As infrastructure assets often have their profits guaranteed by long-term contracts or regulation, returns tend to be relatively predictable…

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Australia continues to deliver for real estate investors

20

May 2019

Australia continues to deliver for real estate investors

Despite falling business and consumer confidence since the start of the year, the Australian economy remains in positive territory and moderating economic conditions notwithstanding, commercial real estate assets should continue to perform this year and into the future, buoyed by strong underlying fundamentals. On a state-by-state basis, economic growth is no longer confined to the service-led economies of Melbourne and Sydney. Recovery is now beginning…

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

07

May 2019

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

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The outlook for the global economy remains reasonable, although the risks are tilted to the downside. Growth in international trade has declined and investment intentions have softened in a number of countries. In China, the authorities have taken steps to support the economy, while addressing risks in the financial system….

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Corporate bonds vs. term deposits

16

Apr 2019

Corporate bonds vs. term deposits

Invest in a corporate bond fund or put your money in a term deposit? It’s a question more pertinent now than ever, as market interest rates push towards new lows. Both term deposits and managed bond funds are suitable for investors who want a reliable income stream, liquidity and capital preservation. But they have different risk and reward outlooks. We consider each in detail below….

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AREITs: harnessing the real estate tailwinds of digital disruption

16

Apr 2019

AREITs: harnessing the real estate tailwinds of digital disruption

Moving towards the end of the business cycle, investors are increasingly seeking exposure to assets with defensive attributes. Australian real estate investment trusts (AREITs) is a defensive asset class that has shown its ability to deliver strong returns over a variety of market conditions, having outperformed equities over the past one and five-year periods, by 11.81 per cent and 5.7 per cent respectively1. And as…

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