Focal point

Political unrest, battery technology, disruption in banking and ESG analysis...

by Paul Desoisa 10 December 2019

Emerging Markets portfolio manager, Paul Desoisa, reports back from his research trip to Indonesia and Korea

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View [Australian house prices set for a boost]

Australian house prices set for a boost

by Matthew Davison

The impact of low cash rates, and the loosening of mortgage lending guidance has started to show up in house price data. My analysis of bank credit supply and demand suggests that the upward trend in house prices is set to continue.

4 October 2019

View [Opening up another front: Capital Markets]

Opening up another front: Capital Markets

by Kim Catechis

Investors appear to have gradually become numbed to the seemingly endless flow of tweets and leaks from the White House and the ensuing furore over trying to interpret soundbites, but this is one that should be taken seriously.

2 October 2019

View [5G in the eye of the hurricane]

5G in the eye of the hurricane

by Kim Catechis

The fourth industrial revolution is known for the significant advances we expect in technology, especially AI (artificial intelligence), driverless transport, etc. The most important enabler of this revolution is 5G technology, which places it at the epicentre of the geopolitical confrontations that are building now.

30 September 2019

View [ESG challenges for investing in the modern age]

ESG challenges for investing in the modern age

by Will Baylis

In this modern age of climate change and the ‘me-too’ movement, Environmental and Social factors have become increasingly important investment risk factors to consider. For our analysts, they have also been important discussion points with Australian companies during the August 2019 reporting season.

18 September 2019

View [Profit with purpose]

Profit with purpose

by David Sheasby

August 2019 may go down as a watershed moment in corporate America – with the long-held concept of shareholder primacy abandoned in favour of broader stakeholder accountability.

18 September 2019

View [Real assets: Empowered by Asian energy demand]

Real assets: Empowered by Asian energy demand

by Daniel Fitzgerald

Continued high growth in energy demand in the Asia Pacific ex Japan region should bring opportunities for listed real asset utilities.

16 September 2019

View [Toughing out the trade war]

Toughing out the trade war

by Kim Catechis

The latest data indicates a picture that is more nuanced than headlines suggest. It appears that China is not imploding and investors are having trouble cutting through the noise.

9 August 2019

View [Currency Wars]

Currency Wars

by Kim Catechis

In an historic move, the US Treasury has designated China as a currency manipulator, for the first time since 1994.

6 August 2019

View [Investing in the ‘Real Asset’ Australian dream]

Investing in the ‘Real Asset’ Australian dream

by Ashton Reid

While we’ve all experienced the frustrations of road congestion, that queue at the supermarket or indeed the rising cost of life’s necessities, there is a ‘Real’ way to ease the burden.

2 August 2019