Australia Real Income Insights

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

Investing in the ‘Real Asset’ Australian dream

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
View [What do the proposed franking changes really mean for Australian equity investing?] AusFrankingAbstract4

What do the proposed franking changes really mean for Australian equity investing?

An interesting theme that emerged during the recent Australian reporting season has been the growing impact of political uncertainty on corporate behaviour. In particular, the expected Federal election in May has driven companies to dramatically change their short-term capital-management strategies.

1 April 2019
View [REITs in Asia - An exciting "Emerging" Asset Class] AsiaREITsAbstract1

REITs in Asia - An exciting "Emerging" Asset Class

We see significant potential for real estate investment trusts (REIT’s) across the Asia Pacific. Whilst they have been largely a developed-market phenomenon so far, incremental growth is likely to come from the emerging Asia markets, and exciting new listings are imminent in the Philippines and India.

1 April 2019
View [Royal Commission Report puts governance in the spotlight] AusAsianBankingAbstract1

Royal Commission Report puts governance in the spotlight

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, and the governance failings aired during the hearings gives us plenty to learn for the future, and also long-term opportunities.

1 April 2019
View [Budget surplus to drive consumption] Abstact2

Budget surplus to drive consumption

Wage growth and tax cuts are a significant driver of household expenditure, and bracket creep provides a good basis to fund tax relief and repair consumption.

29 March 2019
View [Australian reporting season wrap 2019] Australian Reporting Season 2019

Australian reporting season wrap 2019

While company fundamentals are largely intact, this season, profit results have been clouded by the negative sentiment on politics, financial conditions and house prices. Increasing investment requirements have also reduced both company and consensus growth outlooks.

Active Viewpoint 19 March 2019
View [Asia Pacific in the Pilot Seat for the Global Aviation Sector] AviationAbstract1

Asia Pacific in the Pilot Seat for the Global Aviation Sector

Strong population growth and rising income levels in the Asia Pacific region are fuelling demand for the region’s airports. And more than half of new air passengers are expected to originate from the region over the next 20 years.

4 March 2019
View [5G closing gap on fixed line broadband] 5G is coming, and closing the gap on fixed-line broadband

5G closing gap on fixed line broadband

It’s regarded as the future of mobile, but a recent research trip to the US drove home that 5G is also going to be one of the biggest themes this year.

4 February 2019