Don’t be driven by short-term sentiment and emotion

Published: July 19, 2017

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 […]

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5 reasons why investors should consider infrastructure

Published: July 12, 2017

Infrastructure offers a range of investment characteristics that can be particularly attractive in the low interest rate and volatile market conditions we have seen in recent times. Clients tell us they like its attractive, consistent returns and yield; defensive characteristics; and diversification benefits. Infrastructure is also becoming more accessible to retail investors. In the past, high […]

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Safe as houses? Global real estate is literally exposed to the elements

Published: July 5, 2017

Key points It is clear that the forces from the regulatory and physical environment will shape the future of global real estate. Developers and landlords with quality management teams and the expertise to prepare for these challenges will be at an increasing advantage during volatile weather patterns. An age-old assumption is that carefully selected real […]

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3 disruptive technologies to watch in 2017

Published: June 16, 2017

Disruption was one of the buzz words in 2016 but the discussion largely focused on the potential of technology to disrupt established business models. In 2017, we expect technologies to deliver the first waves of impact. A few industries in particular will see technology change the way they do business, namely manufacturing, finance and retail. […]

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

Published: June 6, 2017

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The broad-based pick-up in the global economy is continuing. Labour markets have tightened further in many countries and forecasts for global growth have been revised up since last year. Above-trend growth is expected in a number of advanced […]

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What does the Budget mean for your investments?

Published: May 31, 2017

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 – […]

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Watch your sweet tooth: sugar presents a risk to earnings

Published: May 23, 2017

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 […]

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Don’t abandon this vital asset class

Published: May 12, 2017

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 […]

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

Published: May 2, 2017

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 […]

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How to win from Generation Rent in the US

Published: April 28, 2017

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 […]

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