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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7 investment trends to watch

Published: April 19, 2017

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 […]

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

Published: April 4, 2017

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 […]

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Japanese investors flock to infrastructure assets

Published: March 22, 2017

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, […]

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Why Exchange Traded Funds are only set to grow

Published: March 14, 2017

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 […]

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How savvy advisers can use currency to navigate volatile times

Published: March 1, 2017

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 […]

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Opportunities and challenges: the sharing accommodation economy

Published: February 14, 2017

In September of 2016, Airbnb raised US$850 million in new equity, valuing the company at US$30 billion dollars and subsequently crowning it the most valuable lodging provider in the world without owning a single room. It is a particularly 21st century phenomenon that a company that started eight years ago, with no tangible product of […]

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Is gender fairness a secret to investment outperformance?

Published: February 14, 2017

I recently had an ‘a-ha’ moment. I was sitting in yet another room full of women talking about the importance of gender diversity. It dawned on me that we’ve talked about diversity for so long that we’ve become dulled to the issue. We’ve heard the arguments so many times that we’ve stopped listening. Advisers might […]

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