05
Aug

Infrastructure investing in a world of low interest rates

Infrastructure investing in a world of low interest rates Infrastructure is seeing solid interest from investors. Not only does it offer relatively attractive yields and return potential, it’s also a good diversifier.
17
Aug

The constrained medium term return outlook

The constrained medium term return outlook While the high inflation of the 1970s and early 1980s was bad for investment returns at the time, it left a legacy of very high investment yields which helped set the scene for high investment returns through the 1980s and 1990s.
23
Aug

The great policy rotation – refocussing from monetary policy to fiscal policy. Implications for investors.

The great policy rotation – refocussing from monetary policy to fiscal policy. Implications for investors. For the last two decades, advanced country central banks have been focussed on price stability and have played the first line of defence in stabilising the economic cycle whereas fiscal policy has played back up, focussing more on fairness and efficiency.
30
Aug

Seven reasons for optimism on the Australian economy

Seven reasons for optimism on the Australian economy Ever since the mining boom ended several years ago it seems a sense of gloom has pervaded debate regarding Australia. There is constant talk of recession whether we don’t do something (like control the budget) or even if we do nothing (with reports titled “Australian Recession 2016 – Why…
14
Sep

Shares hit another rough patch – five things investors should consider doing

Shares hit another rough patch – five things investors should consider doing After a period of relative calm share markets have seen a return to volatility lately. This has gone hand in hand with a back-up in bond yields. This note looks at the main drivers and how long this period of weakness may last.
22
Sep

The US presidential election – Implications for investors

The US presidential election – Implications for investors Donald Trump as the Republican candidate for president makes the outcome of the 8 November US presidential election of greater significance than normal. Many would see Trump’s divisive and demeaning comments about certain groups of people, short fuse and erratic nature as rendering him as unqualified to be US…