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Analysis

Michael Strudwick

01 December 2020 • By Michael Strudwick • 1 min read

Industrial property is hot as hell – and here’s why

A confluence of factors has seen Australian and New Zealand investors race to embrace what was once a decidedly unsexy subset of the property market. ...

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Michael Strudwick

Equity income targeting in light of the Retirement Income Review

One tricky thing about retirement product design is that it’s easy to put the cart before the horse. When it comes to income-targeting solutions, th...

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Michael Strudwick

Can an expanded fixed-income allocation solve the hunt for yield?

Australian investors face a dual challenge this year: seeking returns in a low-rate environment, and protecting their portfolios from the ongoing vola...

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Michael Strudwick

ESG and quant investing

There’s a lot of talk about the importance of environmental, social and governance (ESG) issues in investment decisions, but is there sufficient act...

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Michael Strudwick

Waning government bonds give rise to alternatives 

When Future Fund chief executive, Raphael Arndt, talks of a “new economic paradigm”, and says the Future Fund government bond exposure is “close...

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Michael Strudwick

The allure of thematic investing and why it is here to stay 

Thematic investing is more than a buzzword. It describes how investment portfolios can benefit via exposure to some of the major socio-economic, envir...

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Michael Strudwick

US election: A house divided

After a tense few days of vote counting, Joe Biden has been elected the 46th President of the US. The larger story, however, is that the US remains a ...

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Michael Strudwick

ESG integration is more than just principle

Environmental, social and governance (ESG) investing is neither a fad nor a subjective enterprise. However, the conversation now needs to move beyond ...

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Michael Strudwick

Green and clean: Why renewable energy stocks are soaring

The shift to renewable energy stocks has soared over the past few years, as established companies and smaller firms continue to invest in green initia...

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Michael Strudwick

Responsible lending: Back to the future – an ESG perspective 

The planned overhaul of responsible lending laws is providing an opportunity for banks to take action on the social and governance issues highlighted ...

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